Entry-Level Wealth Advisor & Investment Consultant (Hybrid)

Caliber Wealth Management; Overland Park (KS); On-site; USD 55,000 - 200,000; Full time

Benefits offered by this job

401(k) Match

Work-From-Home options

Medical Credit

Job summary

A financial services firm in Overland Park, Kansas is seeking an Investment Consultant to join their team. This entry-level position offers a strong base salary ranging from $55,000 to $200,000 annually, along with generous benefits such as a 401(k) match and remote work options. Candidates must have a Bachelor's degree and at least 2 years of financial planning experience. The role involves goal setting and performance tracking to support team success.

Qualifications

• 2 years of financial planning experience required.

Responsibilities

• Career mapping, goal setting, and plan making with Director of Advisor Team.
• Consistently track and report production performance metrics.
• Communicate production activity and hurdles to keep company informed.

Education

Bachelor’s degree

Job description

A financial services firm in Overland Park, Kansas is seeking an Investment Consultant to join their team. This entry-level position offers a strong base salary ranging from $55,000 to $200,000 annually, along with generous benefits such as a 401(k) match and remote work options. Candidates must have a Bachelor's degree and at least 2 years of financial planning experience. The role involves goal setting and performance tracking to support team success.