About this opportunity
Boutique Recruiting lists this Wealth Advisor opportunity in wichita, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Title: Wealth Advisor
The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client inheritance. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.
Wealth Advisor Responsibilities:
Provide comprehensive financial planning and investment strategies to clients
Engage in business development through cold outreach and client referrals
Inherit and manage a portion of an existing client book
Conduct client meetings and presentations to discuss financial goals
Collaborate with a Portfolio Manager and support staff for administrative tasks
Utilize marketing resources to generate leads and cross-sell services
Maintain a proactive approach to client relationship management
Wealth Advisor Requirements: 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in investments and tax strategies
A proven track record in client acquisition and business development
RIA background is required
Series 65 license is required
Bachelor's degree is strongly preferred
CFP designation is preferred
Experience with Moneyguide Pro is preferred
Benefits: Unlimited PTO, termed as life/balance PTO
Opportunity to purchase company stock with initial shares awarded upon joining
Access to HMO and PPO medical options
Comprehensive benefits information available at the company website
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
Worksite address
wichita, KS, 67232, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.