Job Description
Join WealthFirst Advisory Group in Wichita, Kansas as a Financial Advisor and build your dream career with industry-leading support. We provide all essential equipment—including premium CRM software, portfolio management tools, and marketing resources—so you can focus on client growth. Our competitive compensation structure features uncapped commissions, comprehensive benefits, and continuous professional development. Work in a collaborative environment where your success is prioritized.
Responsibilities
- Develop personalized financial plans for high-net-worth and middle-market clients
- Drive new client acquisition through strategic networking and digital marketing
- Manage investment portfolios using provided analytical tools
- Conduct regular portfolio reviews and adjust strategies based on market trends
- Leverage provided CRM system to maintain client relationships and retention
- Collaborate with in-house legal and tax specialists for complex cases
- Present financial solutions to prospects using provided presentation templates
Qualifications
- Series 65 or Series 7 + 66 licenses (required)
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Strong presentation and negotiation skills
- Bachelor's degree in Finance, Business, or related field
- Ability to pass FINRA background checks
- Self-motivated with entrepreneurial mindset