Experienced Financial Advisor – Topeka, KSOur 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 Swindoll, Janzen, Hawk & Loyd, 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.We're Looking For Someone WhoHas 3–10 years of experience working as a financial advisorIs relationship-driven and enjoys being a long-term partner to clientsTakes pride in listening first and tailoring advice to each client's goalsCommunicates clearly and builds trust with clients and colleaguesIs self-motivated but values collaboration within a team-based environmentIs motivated to grow within a stable, team-oriented firm(Appropriate licenses required; additional credentials such as CFP® are a plus.)This Is What You'll DoBuild and maintain deep, long-term client relationshipsProvide holistic financial planning and investment guidanceServe as a trusted advisor through regular client meetings and ongoing communicationCollaborate closely with tax and accounting professionals to deliver integrated planning strategiesManage and grow an existing book of business while developing new relationshipsPlay a meaningful role in the continued growth of the Topeka Wealth Management teamHere Are Some Of The Things We OfferA growing Wealth Management platform within a well-established public accounting firmBuilt-in collaboration and referral opportunities with tax and advisory teamsCompetitive compensation and benefits package401(k), paid time off, paid holidays, and insurance plans (firm pays 100% of single coverage)First 15 Reading Program — start each day with 15 minutes of personal or professional growthAll-staff events and a firm-wide Wellness ProgramA culture that values balance, development, and long-term relationships