About this opportunity
OMNI Human Resource Management lists this Financial Advisor opportunity in overland park, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor OpportunityRally Wealth & Benefits is seeking an experienced Financial Advisor with an established client base who is looking for more than independence alone can provide.If you've spent years building trusted client relationships and a successful practice, we're not asking you to start over. We're offering an opportunity to maintain the entrepreneurial economics and ownership of the relationships you've worked hard to build while gaining access to a broader team, deeper resources, operational support, and expanded growth opportunities.This opportunity is designed for established advisors who want to spend more time advising clients, strengthening relationships, and growing their practice while leveraging the infrastructure of a collaborative financial services organization. This role is based in the Greater Kansas City area.Why Rally?We believe successful advisors shouldn't have to choose between maintaining the practice they've built and having access to the resources of a larger organization.At Rally, our model is designed to help advisors elevate what they're already doing best while surrounding them with support, solutions, and opportunities that can create long-term value for both their clients and their business.Our team is built around three core initiatives:High-Touch, Relationship-Driven AdviceComprehensive Solutions Beyond InvestmentsAn Ecosystem Designed for Organic GrowthOur clients aren't account numbers. We build lifelong relationships with the families and businesses we serve, and our service model is designed to support those relationships at every stage of life.Our infrastructure is intentionally designed to help advisors address the client's entire financial picture, not just their investment portfolio.Our team is affiliated with Summit Financial, a specialized region within Cetera Wealth Partners, providing access to growth, practice management, advanced planning, retirement plan resources, and collaboration with other financial professionals.ResponsibilitiesAn established book of business is required. Beyond production, we're highly selective about the people we invite to join our team. We're looking for advisors who demonstrate our core values:High CharacterCoachableSolution OrientedTeam PlayerAccountableLoyalHumbly ConfidentQualificationsWhat You Bring:An established client base and advisory practiceExperience providing financial advice and developing long-term client relationshipsAppropriate securities and advisory registrations, or the ability to obtain/maintain required registrationsA client-first, planning-oriented approachA desire to expand the breadth and depth of services available to clientsA collaborative mindset and desire to be part of a teamStrong alignment with our values and cultureCompensation & Benefits:Advisor compensation is generated through applicable commissions and fee-based advisory business through our broker-dealer, Cetera, subject to individual agreements, payout structure, licensing, registration, and broker-dealer requirements.This opportunity is designed for established advisors who want to continue benefiting from the economics of the business they've built while gaining access to additional resources, support, and growth opportunities. While there is no base salary component, qualified advisors transitioning an established practice may be eligible for financial transition assistance, with specific economics customized based on the advisor's practice, business mix, and transition considerations.Eligible advisors also have the ability to access:Health insuranceDental insuranceVision insuranceVoluntary benefits401(k) retirement planBuild on What You've Already Created:You've already done the hard part: you've built a practice and earned your clients' trust. We're not asking you to give that up.We're offering an opportunity to build on what you've already created by surrounding your practice with deeper resources, broader solutions, operational support, collaborative expertise, organic growth opportunities, and a team that believes client relationships should always come first.If you're an established Financial Advisor who believes your clients could benefit from more, and you're looking for the right team to help write the next chapter of your practice, we'd welcome the opportunity to have a conversation.OMNI is honored to be retained in this search. We appreciate your referrals to professionals who may have an interest in this outstanding opportunity. Formal interest accepted through the OMNI Executive Career Portal. Please direct all inquiries to:OMNI Human Resource Solutions Michelle Anderson, Vice President, Executive Search - and our clients are Equal Opportunity Employers and seek diversity in candidates for employment.
Who can apply
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