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Finance 🏢 Full Time ⭐️ Verified

Financial Advisor

Wealth Management Partners
Kansas City
Estimated Salary
USD 75.000 – USD 150.000
New
Live Update
19 September 2026
Deadline
19 Sep 2027

Job Description

Join Kansas City's Premier Wealth Management Team! Wealth Management Partners is seeking a dynamic Financial Advisor to help clients achieve financial freedom. As a direct-hire opportunity, you'll build lasting relationships while delivering personalized investment strategies in a collaborative, growth-focused environment.

Why Join Us?

  • Industry-leading training and mentorship
  • Competitive commission structure with uncapped earning potential
  • Comprehensive benefits package including 401(k) match
  • Modern downtown Kansas City office with flexible work options
  • Strong referral network and brand recognition

Responsibilities

  • Develop comprehensive financial plans for high-net-worth clients
  • Manage investment portfolios across multiple asset classes
  • Build and maintain client relationships through regular reviews
  • Stay current on market trends and regulatory changes
  • Collaborate with internal teams for holistic solutions
  • Meet/exceed quarterly sales and retention targets
  • Conduct educational workshops for client acquisition

Qualifications

  • Bachelor's degree in Finance, Business, or related field
  • Series 7 & 66/63/65 licenses (required)
  • 3+ years financial services experience
  • Proven track record of client relationship management
  • Strong analytical and presentation skills
  • CFP or CFA designation preferred
  • Ability to thrive in commission-based compensation
  • Missouri resident or willingness to relocate

Required Skills

Financial Planning Investment Management Client Relations Compliance Sales Portfolio Management Risk Assessment Retirement Planning

Ready to Take This Challenge?

Make sure your resume is ready. Submit your application now before the deadline.

Apply Now

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