Job Description
Join WealthBuilders Financial Group in Kansas City and accelerate your financial advising career with an exclusive $15,000 sign-on bonus! We're seeking driven professionals to build lasting client relationships while earning uncapped commission potential. Our comprehensive training program and robust client acquisition support system position you for immediate success in Missouri's thriving financial hub. Enjoy competitive benefits, flexible scheduling, and a culture that rewards ambition.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking
- Analyze market trends to optimize investment strategies and client portfolios
- Conduct educational workshops on retirement planning and wealth management
- Exceed quarterly sales targets while maintaining compliance with FINRA regulations
- Leverage CRM tools to track client relationships and pipeline growth
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 & 66/65 securities licenses (or ability to obtain within 90 days)
- 3+ years in financial services or client-facing sales role
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills for portfolio management and risk assessment
- Excellent communication abilities for client presentations and negotiations