About this role
Wealth Advisor- 6 Meridian at Hightower. Location: Wichita, Kansas, United States. Role: managing relationships, developing plans, supporting investments Requirements: Bachelor's in business/finance, 3+ years client-facing wealth management/paraplanning experience, Series 7 and 66 (or equivalent), CFP preferred/in-progress, expertise with financial planning and client communication. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, CRM Certifications: series 7, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English