Experienced Financial Advisor

SJHL•Topeka, KS

89d•Onsite

About The Position

Our firm is growing, and we’re excited to welcome an Experienced Financial Advisor to our Topeka office as part of our expanding Wealth Management division. This role is ideal for an advisor who values long-term relationships, thoughtful planning, and close collaboration with accounting professionals to serve clients well. At SJHL, our passion lies in helping people—our clients, the communities we serve, and each other. Our focus is on helping clients get from where they are to where they want to be through trusted relationships and sound advice. With six office locations across Kansas and one in Rio Rancho, New Mexico, our firm provides integrated services including tax, audit, business advisory, consulting, and wealth management. Our Wealth Management division is intentionally built to work alongside our accountants, allowing us to deliver coordinated, relationship-driven solutions to clients.

Requirements

3–10 years of experience working as a financial advisor
Relationship-driven and enjoys being a long-term partner to clients
Takes pride in listening first and tailoring advice to each client's goals
Communicates clearly and builds trust with clients and colleagues
Self-motivated but values collaboration within a team-based environment
Motivated to grow within a stable, team-oriented firm
Appropriate licenses required

Nice To Haves

Additional credentials such as CFP®

Responsibilities

Build and maintain deep, long-term client relationships
Provide holistic financial planning and investment guidance
Serve as a trusted advisor through regular client meetings and ongoing communication
Collaborate closely with tax and accounting professionals to deliver integrated planning strategies
Manage and grow an existing book of business while developing new relationships
Play a meaningful role in the continued growth of the Topeka Wealth Management team