Job Description
Join our elite financial advisory team in Wichita, KS and accelerate your career with cutting-edge equipment and comprehensive support! Premier Wealth Partners provides all necessary tools including advanced CRM software, portfolio management platforms, and digital marketing resources to ensure your success. We're seeking ambitious professionals ready to build high-net-worth client portfolios in Kansas's thriving financial hub.
Our Wichita office offers a collaborative environment with ongoing training, competitive commission structures, and industry-leading benefits. Leverage our established brand and technological infrastructure while focusing on what matters most: delivering exceptional financial solutions to your clients.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through strategic consultations
- Analyze market trends and investment opportunities using provided tools
- Conduct retirement planning, risk management, and estate planning sessions
- Utilize CRM software for client acquisition and retention strategies
- Collaborate with internal support team for complex financial solutions
- Stay current on financial regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or wealth management experience
- Strong proficiency in financial planning software and CRM systems
- Proven track record of meeting sales targets and client acquisition
- Excellent communication and presentation skills
- Kansas residency or willingness to relocate to Wichita