Job Description
Join Wealth Legacy Advisors and transform your career in financial planning! We're seeking ambitious Financial Advisors to start immediately in Wichita, KS. Our award-winning firm provides elite training, cutting-edge tech tools, and a client-first culture designed for your success. Enjoy competitive compensation with uncapped earning potential through our performance-based commission structure.
As a cornerstone of our team, you'll guide clients through wealth-building strategies while receiving comprehensive mentorship from industry veterans. We've cultivated a collaborative environment where your financial expertise flourishes with full institutional support. Ready to accelerate your career? Apply today and begin your journey with tomorrow's financial leaders.
Responsibilities
- Develop personalized financial plans and investment strategies for diverse client portfolios
- Build and maintain robust client relationships through proactive communication and trust-building
- Analyze market trends and economic indicators to optimize investment decisions
- Meet quarterly sales targets while maintaining strict compliance with FINRA regulations
- Utilize CRM systems to track client interactions and identify growth opportunities
- Collaborate with internal teams (tax, legal) for comprehensive client solutions
- Participate in ongoing professional development to maintain CFP/ChFC credentials
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Active Series 7 and 66/63/65 licenses (or ability to obtain immediately)
- Minimum 2 years financial services or sales experience
- Strong aptitude for building client relationships and closing sales
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication and presentation skills
- Unwavering commitment to ethical standards and client fiduciary duty