Job Description
Join our award-winning wealth management team in Wichita and start your financial advising career tomorrow! We're seeking passionate professionals to help clients achieve their financial dreams through personalized investment strategies, retirement planning, and comprehensive wealth management solutions. Enjoy uncapped commission structures, industry-leading training, and a supportive culture that values your growth.
Why You'll Love Working With Us:
- Immediate start date with full onboarding support
- Comprehensive benefits package including health, dental, and 401(k)
- Exclusive access to premium financial planning tools
- Referral partnerships with local businesses
Responsibilities
- Develop personalized financial plans for individual and business clients
- Build and maintain a robust client portfolio through strategic outreach
- Conduct market analysis and provide investment recommendations
- Lead educational workshops on financial literacy topics
- Utilize CRM systems to track client relationships and goals
- Collaborate with legal and tax professionals for comprehensive solutions
- Meet quarterly revenue targets while maintaining client satisfaction
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65/66 or 7/63 securities licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Proven track record in client relationship management
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Valid Kansas state insurance license (or willingness to obtain)
- Proficiency in financial planning software (e.g., MoneyGuidePro)