Job Description
Join our award-winning wealth management team in Wichita and transform your financial expertise into life-changing client success. We're seeking a driven Financial Advisor to build and nurture client relationships while delivering personalized investment strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive environment designed for top performers.
Why Our Team?
- Industry-leading commission structure with 70% payout
- Exclusive access to proprietary investment platforms
- Full CE reimbursement and ongoing professional development
- Health/dental/vision benefits + 401(k) matching
- Hybrid work model (3 days office/2 days remote)
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Analyze market trends to optimize investment portfolios
- Drive new client acquisition through targeted networking
- Maintain FINRA Series 7/66 certifications compliance
- Utilize CRM software to track client progress and opportunities
- Collaborate with estate planning and tax specialists
- Present quarterly portfolio reviews to client advisory boards
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial services sales/advisory experience
- Active FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Proven track record of meeting/exceeding sales targets
- Advanced proficiency in portfolio management software
- Strong analytical skills with CFP designation preferred
- Exceptional communication and presentation abilities
- Willingness to achieve CFP within 18 months