Job Description
Join our elite team at Wealth Management Solutions Inc. and transform your financial expertise into life-changing client success stories. We're seeking a dynamic Senior Financial Advisor to drive our Wichita operations forward in an innovative, client-first environment. With comprehensive benefits including uncapped commissions, 401(k) matching, and professional development stipends, this is your opportunity to thrive in a supportive growth culture.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients covering investments, retirement, and estate planning
- Build and maintain robust client relationships through proactive portfolio management and financial reviews
- Conduct market research to identify emerging investment opportunities and risk mitigation strategies
- Collaborate with internal teams on compliance protocols and regulatory adherence
- Mentor junior advisors while achieving quarterly revenue targets of $250K+
- Represent the firm at community networking events and industry conferences
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and 66/65 licenses with 3+ years financial advisory experience
- Proven track record of managing $5M+ client portfolios
- Exceptional presentation skills with ability to translate complex financial concepts
- Strong analytical mindset with FINRA compliance knowledge
- CRM proficiency (Salesforce experience required)
- Kansas residency or willingness to relocate