Client Advisor with Competitive Drive

KMO Financial Group

Wichita (KS)

On-site

USD 55,000 - 95,000

Full time

5 days ago
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Benefits offered by this job

Retirement
Bonus based on performance
Company car
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Job summary

KMO of Northwestern Mutual in the Kansas City region is seeking a Finance Advisor who blends athletic discipline with professional financial guidance to help clients protect and grow their wealth. You will design plans, build client relationships, and work with a supportive coaching network to achieve long-term goals.

Applicants should have a finance-related degree, strong communication, and analytical skills, with a motivation to build a thriving practice in a collaborative environment.

Qualifications

  • Bachelor's degree in finance, business, or a related discipline.
  • Excellent interpersonal and communication abilities.
  • Strong analytical skills and ability to build lasting client relationships.

Responsibilities

  • Engage with clients to understand their comprehensive financial needs and goals.
  • Design and implement tailored strategies to protect assets and plan for long-term security.
  • Cultivate a robust network of clients through referrals and community involvement.
  • Regularly review and update financial plans and insurance policies to reflect changes.

Skills

Interpersonal communication
Analytical skills
Building client relationships

Education

Bachelor's degree in finance, business, or related discipline

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company car
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Join the Winning Team at KMO of Northwestern Mutual (NM)!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with KMO of Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:

  1. Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill‑building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.
  2. Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long‑term focus, qualities that can be helpful when navigating new opportunities or building something of your own.
  3. Goal‑Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal‑setting and progress tracking are part of the day‑to‑day rhythm.
  4. Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.
  5. A Balance of Support and Independence: This is a team‑oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.
Our thriving offices are located at:
  • 5251 W. 116th Place Suite 300 Leawood, KS 66211
  • 2345 Grand Blvd Kansas City, MO 64108
  • 8621 E 21st Street Suite 150 Wichita, KS 67206
Meet Our Local team:
Lesle Griessel, CLU®, ChFC®, Managing Partner:
  • Time with NM: Since 2002
  • Previous experience: Started as a college intern and advanced through multiple leadership roles, including Associate Managing Partner (appointed in 2019 as one of the first in the company and first female), and appointed Managing Partner in September 2025.
  • Passionate about: Spending time with her husband and two daughters, marathon training, yoga, cheering on her daughters in sports, and enjoying the outdoors with her family.
Joey Scott, RICP®, Financial Advisor & District Director:
  • Time with NM: Since 2016
  • Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full‑time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles.
  • Passionate about: Growing his practice alongside his team, building long‑term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.
Anthony Gurera, Financial Advisor & Growth and Development Director:
  • Time with NM: Since 2018
  • Previous experience: Began as a Northwestern Mutual intern and transitioned into a full‑time advisor upon graduating from Rockhurst University with a double major in Finance and Economics. Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team operations, and practice management, while also supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri.
  • Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long‑term impact through thoughtful, holistic financial planning.
Cannon Kern, Financial Advisor:
  • Time with NM: 2 years
  • Previous experience: Engineer and project manager prior to joining Northwestern Mutual.
  • Passionate about: Spending time with family and enjoying life with his new baby girl.
Key Responsibilities:

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well‑being, ensuring their long‑term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development‑oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance‑based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Lesle Griessel is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

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