Job Description
Join our award-winning wealth management team in Wichita, KS as a Financial Advisor! We're seeking a dynamic professional to help clients achieve financial independence through personalized investment strategies, retirement planning, and risk management solutions. Enjoy a collaborative culture with cutting-edge technology, comprehensive training, and industry-leading support.
Why Choose Us? • Competitive compensation with uncapped earning potential • Full licensing support and continuing education • State-of-the-art CRM and analytical tools • Health, dental, and vision benefits • 401(k) with company match
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through trust-based advisory services
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts in accessible client presentations
- Collaborate with tax and estate planning specialists
- Meet/exceed quarterly acquisition and retention targets
- Stay current on SEC/FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) and state insurance licenses
- 3+ years financial services/advisory experience
- Proven track record in client acquisition and portfolio growth
- Strong analytical and presentation skills
- CFP or CFA designation preferred
- Excellent communication and negotiation abilities
- Ability to work independently while collaborating with team members