Financial Advisor

Mohr Talent; Andover (KS); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual performance bonus eligibility

Medical, dental, vision

401(k)

Paid time off

Professional development

Job summary

MOHR Talent is seeking a seasoned Financial Advisor in Andover, KS to build lasting client relationships and grow the practice. You will deliver personalized guidance on investments, retirement, tax-aware strategies, estate coordination, and risk management, with strong support from specialists.

Requires 7+ years in fiduciary advising, Series 65 (66 accepted), and a bachelor’s in Finance/ Economics/Business or related field.

Qualifications

• 7+ years of fiduciary advisory experience.
• Series 65; Series 66 accepted.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Strong planning knowledge and clear communication.

Responsibilities

• Build and strengthen relationships with affluent individuals and families.
• Grow the practice through referrals, networking, and professional relationships.
• Deliver personalized advice covering investments, retirement, tax‑aware strategies, estate coordination, and risk management.
• Partner with investment specialists, CPAs, and attorneys to coordinate client needs.

Skills

Relationship management

Prospecting & revenue growth

CRM proficiency

Communication

Education

Bachelor’s degree in Finance or related field

Tools

MoneyGuidePro

Envestnet

Salesforce

CRM software

Job description

Financial Advisor

Andover, KS | $180K - $200K+ total Compensation | Full-time | Annual performance bonus eligibility | Comprehensive benefits

An established wealth advisory firm is looking for a Financial Advisor who enjoys building lasting client relationships and winning new business. This opportunity combines meaningful client responsibility with support from investment, financial planning, and operations specialists.

The firm is planning for long‑term client continuity and continued growth—creating an attractive opportunity for an experienced advisor who wants to help shape the next chapter of a practice.

The Opportunity

• Build and strengthen relationships with affluent individuals and families.
• Help maintain client confidence and continuity through advisor transitions.
• Grow the practice through referrals, networking, and professional relationships.
• Deliver personalized advice covering investments, retirement, tax‑aware strategies, estate coordination, and risk management.
• Partner with investment specialists, CPAs, and attorneys to coordinate client needs.

What You Bring

• 7+ years of experience in a fee‑only or fiduciary advisory role.
• A demonstrated ability to attract clients and grow revenue.
• A bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 65; Series 66 also accepted.
• Strong planning knowledge, clear communication, and experience managing relationships from prospecting through ongoing service.
• Proficiency with financial planning, CRM, and portfolio tools, plus Microsoft Office.

Preferred: CFP certification is strongly preferred. High‑net‑worth client experience, CFA or CPA credentials, and familiarity with Envestnet, MoneyGuidePro, or Salesforce are valuable. A life‑insurance license is preferred and required for insurance sales.

Why Consider This Role

• Meaningful ownership of the client experience.
• Established relationships and opportunities to develop new business.
• Planning, investment, technology, and operational support.
• Annual performance bonus eligibility.
• Medical, dental, vision, 401(k), paid time off, and professional development.

Compensation: The anticipated structure includes a declining base as production‑based earnings develop. Final salary, payout, and bonus terms will be discussed during the interview process.

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws.

We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status.