Job Description
Join our elite team at Wealth Management Solutions Inc. in Wichita, KS, and transform your financial expertise into a rewarding career. We're seeking a dynamic Senior Financial Advisor to build client portfolios, drive revenue growth, and become a trusted partner in our clients' financial journeys. Enjoy uncapped commission potential, comprehensive training, and a culture that celebrates innovation and client success.
Why Choose Us?
- Industry-leading compensation structure with performance bonuses
- Exclusive access to proprietary investment platforms
- Continuous professional development through CFP®/CFP® support
- Collaborative team environment with mentorship opportunities
- Flexible hybrid work arrangements
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Acquire new clients through strategic networking and referrals
- Manage investment portfolios exceeding $50M AUM
- Present complex financial strategies with clear, compelling narratives
- Utilize CRM systems to track client relationships and pipeline
- Collaborate with internal partners (tax, legal, estate planning)
- Stay current on SEC/FINRA regulations and compliance standards
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 and/or Series 7/66 licenses required
- Minimum 5 years of financial advisory experience
- Proven track record of meeting/exceeding sales targets
- CFP® designation strongly preferred
- Exceptional communication and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Strong analytical skills and attention to detail