Job Description
Join our elite team of financial advisors in Wichita, KS, where we provide top-tier equipment and resources to accelerate your success. As a Financial Advisor with Wealth Management Solutions, you'll leverage our cutting-edge technology, comprehensive CRM systems, and full office infrastructure to build a thriving client portfolio. We offer industry-leading training, mentorship, and a collaborative environment designed for growth.
This role combines competitive base salary with uncapped commission potential, plus comprehensive benefits including health insurance, 401(k) matching, and continuing education stipends. Wichita's vibrant business community and cost of living advantages make it ideal for establishing a rewarding financial services career.
Responsibilities
- Develop and maintain long-term client relationships through personalized financial planning strategies
- Conduct comprehensive financial needs analysis and recommend investment solutions
- Utilize provided CRM software and digital tools for client portfolio management
- Meet/exceed sales targets while adhering to FINRA and SEC compliance standards
- Collaborate with internal support team for seamless service delivery
- Participate in ongoing professional development and industry certification programs
- Conduct local market outreach and networking events to expand client base
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65/66 or 7 & 63 securities licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services, wealth management, or advisory role
- Proven track record in client acquisition and portfolio growth
- Strong analytical skills with ability to translate complex financial concepts
- Proficiency with financial planning software and CRM systems
- Excellent communication and presentation skills
- Kansas residency or willingness to relocate to Wichita