Job Description
Join our award-winning financial advisory team in Wichita, KS and transform lives through strategic wealth management. We're seeking a passionate Financial Advisor to help clients navigate complex financial landscapes and achieve their long-term goals. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values your expertise.
What We Offer:
- Industry-leading commission structure (40-60% payout)
- State-of-the-art CRM and planning tools
- Continuing education stipend ($5,000 annually)
- Health/dental/vision benefits + 401(k) match
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, estate planning, and risk management
- Build and maintain a robust client portfolio through strategic networking and referrals
- Conduct regular portfolio reviews and adjust strategies based on market conditions
- Stay current on FINRA regulations and compliance requirements
- Leverage proprietary platforms to deliver personalized client insights
- Maintain CFP or CFA designation requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills with ability to explain complex concepts
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation abilities