https://www.financialjobexchange.org Latest Financial Job Exchange Jobs Wed, 20 May 2026 12:48:55 Z https://www.financialjobexchange.org/jobs/rss/22224409/senior-advisor https://www.financialjobexchange.org/jobs/rss/22224409/senior-advisor Overland Park, Kansas, Stepp & Rothwell | Kansas City Metro Area Remote candidates considered for the right fit.  Stepp & Rothwell is a boutique, multi-family family office providing comprehensive financial planning, investment management, and ongoing coordination for about 300 families nationwide.  Our model is built on long-term relationships, proactive planning, and high-touch client service.  We meet with clients quarterly and coordinate all aspects of their financial lives—not just investments.  Responsibility for follow through does not sit with the client – it sits with us.  Over the past decade, we have developed advisors internally and built a deeply relationship-driven firm. As we continue to grow, we are adding a senior advisor who can both serve clients and help accelerate the development of our next generation of advisors. The Role This is not a traditional advisor role. You will not be expected to bring in clients or manage a team. Instead, you will operate as a senior extension of firm leadership—working directly with us, sitting in client meetings, and helping elevate both client experience and advisor capability. What You’ll Do Participate in client meetings alongside advisors and firm leadership Help guide conversations, refine recommendations, and build client confidence Support advisors in preparing for meetings and thinking through complex situations Provide real-time coaching and feedback to developing advisors Model best practices in communication, organization, and client service Support and reinforce follow through and coordination between meetings What You Won’t Do You will not be responsible for business development You will not manage or supervise advisors You will not “take over” client relationships You will not operate independently without integration into the team Who You Are 15+ years of experience in financial planning or wealth management CFP® professional Strong presence in client conversations—calm, confident, and thoughtful High emotional intelligence and low ego Highly organized and detail-oriented Enjoy working collaboratively rather than independently Take pride in helping others grow and succeed What We’re Looking For (Beyond Experience) This role is best suited for someone who has already proven themselves in the industry and is seeking a more collaborative, team-based environment. We are looking for someone who: Raises the level of everyone around them Knows when to step in—and when to step back Can build trust with clients without needing to own the relationship Brings structure, clarity, and calm to complex situations Compensation Base salary: $150,000–$200,000 Performance-based incentives Potential for long-term incentive compensation Location Kansas City Metro area.  Remote candidates who fit our ideal profile will be considered.  How to Apply Please submit your resume along with a brief note describing why this role aligns with your experience and how you’ve contributed to developing others in your career.  Submit to:   Amy Guerich, Principal & Owner, aguerich@steppandrothwell.com. Certified Financial Planner Designation  No disciplinary action from SEC, FINRA, CFP board Able to pass a standard background check  Thu, 23 Apr 2026 18:52:02 -0400 https://www.financialjobexchange.org/jobs/rss/22253583/senior-accountant https://www.financialjobexchange.org/jobs/rss/22253583/senior-accountant Aurora, Illinois, Are You a Retired Spreadsheet Ninja Missing the Thrill of Excel? We get it. You retired… but something’s missing. It’s not the coffee breaks or the meetings—it’s the spreadsheets, formulas, and forensic puzzles that make accounting fun . If you’ve ever felt a rush from perfectly balancing accounts, spotting a discrepancy that others missed, or wrestling with a file so large it threatens to crash your computer… then we want to talk to you. SDC CPAs is an investigative accounting firm specializing in insurance claims. We dig into complex numbers, inventory losses, employee dishonesty, fidelity claims, and more. Our work is fast-paced, analytical, and sometimes just a little chaotic—perfect for someone who thrives on detail, logic, and making sense of financial mayhem . What You’ll Do Analyze insurance loss claims using accounting principles: fidelity, inventory, contents valuation, third-party liability, and personal loss of income Turn Excel chaos into clarity—formulas, functions, and sheer spreadsheet skill Prepare clear, professional reports for clients and attorneys Work independently and as part of a team to solve complex financial puzzles Present findings with clarity, confidence, and occasional humor Travel occasionally (because spreadsheets can’t solve everything) Why SDC CPAs We are nationally and internationally recognized for investigative and forensic accounting , working on fidelity, employee theft, crime, and complex insurance claims. We value experience, judgment, and people who know the difference between a $1,000 error and a $1,000,000 disaster . Who Thrives Here 2–5 years accounting experience, with 5+ years of professional experience CPA or planning to sit for the exam Loves Excel. Seriously. Knows formulas, functions, and maybe a few tricks even Google doesn’t Detail-oriented, analytical, reliable, and professional Can juggle multiple projects at once without dropping a single decimal Enjoys problem-solving, investigation, and working independently Tue, 05 May 2026 17:14:14 -0400 https://www.financialjobexchange.org/jobs/rss/22235525/assistant-credit-manager https://www.financialjobexchange.org/jobs/rss/22235525/assistant-credit-manager Dearborn, Michigan, Responsibilities include Manage, monitor and interact with customers regarding the collection of past due accounts. Review and analyze credit applications Participate in trade group meetings Process credit card payments Represent the Levy Group of companies in delinquent AR matters with third party collections services and attorney Work with sales departments and plant personnel to resolve invoice disputes  Protect AR receivables through construction liens and bons claims Provide instructions to credit department support staff Schedule periodic local plant visits Update customer status change in Oracle Present AR account status to VP of Finance Perform related administrative functions Undertake special projects and other duties as assigned by the Director Determine personnel needed to resolve issues, facilitate meetings Assist in monthly closing responsibilities Some college preferred Accounting knowledge 5 years + of credit and collection interaction preferably an industrial environment Proficient with credit concepts, practices, and procedure Knowledge and experience with lien and payment bonds Proficiency with Microsoft office products, experience with ERP systems   Valid driver's license with capacity for limited travel Tue, 28 Apr 2026 11:19:05 -0400 https://www.financialjobexchange.org/jobs/rss/22233607/financial-advisor https://www.financialjobexchange.org/jobs/rss/22233607/financial-advisor California, Financial Advisor - Remote Position Tennison Group is working with a wonderful, entrepreneurial-spirited wealth management firm in Southern California. We are looking for an experienced Advisor with a portable book of business of at least $50 million in AUM, who is interested in continuing to grow their book. This person can live anywhere in California and work remotely. The company will provide this Advisor with office space and back-office support. The Advisor's book (including new AUM gained) will continue to be 100% portable in the future. Great compensation package with equity potential. Interested candidates may contact John DellaSalle at jdellasalle@tennisongrp.com Key Responsibilities for Financial Advisor Position: Identify, engage, and secure high-net-worth clients through your network, referral partnerships, and centers of influence (COIs). Build and maintain long-term client relationships by delivering sophisticated financial planning, investment analysis, tax strategies, estate planning, and philanthropic guidance. Leverage our comprehensive suite of resources—including investment solutions, wealth planning, trust and estate expertise, client service, legal and compliance, and business development—to enhance client success. Conduct regular client review meetings to ensure financial plans align with evolving goals and needs.   Qualifications And Experience for Financial Advisor Position: Bachelor’s degree CFP designation preferred At least 7 years of investment management experience Strong business development skills Proven track record of success in building and maintaining client relationships and extensive COI network Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly Great compensation package. Unlimited earning potential. Mon, 27 Apr 2026 15:04:39 -0400 https://www.financialjobexchange.org/jobs/rss/22220940/senior-staff-accountant https://www.financialjobexchange.org/jobs/rss/22220940/senior-staff-accountant Danville, Illinois, Summary The Senior Staff Accountant plays a vital role in the financial operations of an organization, ensuring accuracy and integrity in all accounting processes. This position is responsible for preparing and analyzing financial statements, managing general ledger activities, and supporting month-end and year-end closing procedures. Responsibilities Prepare general ledger account reconciliations Review month-end schedules and analysis Prepare and post journal entries and accompanying support Prepare and review month-end financials for accuracy Prepare other month-end reports as necessary Maintain fixed asset schedules and post monthly entries for depreciation Match invoices to the appropriate capital request Work with maintenance and IT to make sure that we capture all disposals Update tax depreciation schedules Prepare and post payroll entries Prepare weekly and monthly bank reconciliations Be involved in the annual audit by responding to audit requests and tax requests as needed Assist with the annual budget process Update and distribute departmental worksheets Adjust departmental worksheets as necessary Assist with the creation of various budget schedules and files Prepare calculation of standard labor and overheard rates Required Qualifications/Skills: Ability to manage multiple projects/deadlines Ability to be productive without constant supervision Ability to think critically and analyze various processes and financial data Strong knowledge of accounting principles, practices, and regulations Strong attention to detail and organizational skills Desire to advance within the company and to grow professionally Required Education and Licensing 5+ years of working as a staff accountant in a manufacturing or industrial distribution company or public accounting experience auditing manufacturing or distribution companies. Bachelor’s Degree in accounting, finance, or related field CPA is required Wed, 22 Apr 2026 10:20:36 -0400 https://www.financialjobexchange.org/jobs/rss/22218470/wealth-client-services-manager https://www.financialjobexchange.org/jobs/rss/22218470/wealth-client-services-manager Leawood, Kansas, WHO are we looking for? CAPTRUST is seeking a  Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary responsibilities may include the following, amongst others: Lead a team of 12 to 20 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries Sets expectations for client service team representatives to monitor metrics and service standards Contributes to initiatives supporting and advancing the overall client experience Inspire, mentor, and foster growth with client service representatives to achieve professional development Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership Manage team goals and objectives Performs other duties and special projects as required; may travel 25% Minimum Qualifications: Minimum 5-7 years’ experience working in client service in the investment advisory, brokerage, or financial services industry Minimum 2 years management experience or equivalent leadership experience; 4+years management experience preferred Desired Qualifications/Skills: Ability to thrive in a fast-paced environment and contribute to ideas that support growth Excellent working knowledge of investment industry Experience working with administration of individual investment accounts Prioritization skills: ability to manage many time-sensitive tasks simultaneously Extremely organized; keeps accurate and detailed records Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions Excellent math skills and the ability to grasp financial/investment concepts Analytical thinker and problem-solver WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team.  Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 4200 W. 115th St #210 | Leawood, Kansas 66211  Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick?  To get it done the  CAPTRUST Way , an individual should exhibit the following characteristics:   Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity  EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior This position will remain open until filled. Additional client-facing opportunities are available in the Kansas City area. Please visit CAPTRUST Careers to learn more. Tue, 21 Apr 2026 16:37:19 -0400 https://www.financialjobexchange.org/jobs/rss/22215899/senior-financial-planner-cfp-required https://www.financialjobexchange.org/jobs/rss/22215899/senior-financial-planner-cfp-required Overland Park, Kansas, Senior Financial Planner (CFP® Required) Overland Park, KS Nova R Wealth is a growing, independent Registered Investment Advisor (RIA) serving high-net-worth individuals and families. Our firm is built around deep planning, long-term relationships, and a true fiduciary standard—advice comes first, always. We are looking for an experienced CFP professional to step into a lead advisor role , working with sophisticated clients and delivering comprehensive financial planning at a high level. The Role This is a client-facing, lead planner position focused on delivering complex, holistic advice- not product sales. Lead comprehensive financial planning engagements for high-net-worth clients Conduct advanced retirement and cash flow modeling Deliver tax-aware planning strategies Coordinate estate and legacy planning alongside CPAs and attorneys Advise on risk management and balance sheet strategy Serve as a primary relationship manager for client households Client relationships are provided. This is not a cold prospecting role, though participation in organic growth and client referrals is expected. Who You Are CFP® professional with 5-10+ years of experience Proven track record working with affluent or high-net-worth clients Comfortable leading client relationships independently Strong communicator who can simplify complex planning topics Values collaboration and being part of a team-oriented environment Compensation & Growth Base salary $85,000-$160,000 commensurate with experience Quarterly bonus tied to client service, retention and firm growth Clear long-term growth trajectory and opportunity What You’ll Have to Succeed Established client base to serve (no need to build from scratch) Collaborative team environment with shared planning responsibilities Support from administrative and planning staff Modern financial planning and portfolio management tools Leadership committed to long-term, sustainable growth About the Firm Nova R Wealth is a boutique, multi-generational wealth management firm based in Overland Park, focused on serving high-net-worth families with depth, discretion, and long-term stewardship. We are a culture-first organization where preparation matters, relationships compound over decades, and advisors operate as true fiduciaries. Why Join Us Step into meaningful client relationships from day one Do real financial planning- not product sales Be part of a firm growing intentionally, not aggressively Opportunity to shape your long-term career path, including leadership or equity participation If you are a CFP® who takes pride in thoughtful planning, values collaboration over ego, and wants to help shape a firm designed for enduring client impact across generations, we’d welcome a conversation.     Tue, 12 May 2026 11:12:30 -0400