Financial Advisor

TalentFund; Leawood (KS); On-site; USD 70,000 - 120,000; Full time

Job summary

TalentFund is collaborating with a Kansas City area financial advisory firm to recruit a motivated Financial Advisor who thrives on building relationships and expanding a client base. The role centers on delivering thoughtful, holistic financial guidance to affluent families and business owners while leveraging a supportive team and advanced planning resources.

The ideal candidate combines entrepreneurial drive with a client-first mindset, excels at networking, and is comfortable working in an

Qualifications

• Active Life, Accident & Health insurance license required.
• FINRA SIE, Series 7, and Series 63 registrations.
• Located in the Kansas City metropolitan area with ability to work in the office.

Responsibilities

• Grow and manage a client base through networking, prospecting, referrals, and relationship development.
• Build and maintain a strong network of professional and community referral partners.
• Convert new relationships and opportunities into long-term client partnerships.
• Develop personalized, holistic financial plans based on each client’s goals and circumstances.
• Guide clients across income and asset protection, investment and advisory services, retirement planning, education funding, and trust services.
• Proactively manage client relationships and provide ongoing advice as needs evolve.
• Deliver a highly responsive and personalized client experience.
• Collaborate with internal team members and outside professionals to support comprehensive client needs.
• Remain current on industry developments, products, planning strategies, and regulatory requirements.

Skills

Relationship-building

Business development

Sales experience

Communication skills

In-office

Education

Life/Health Insurance license

FINRA SIE

Series 7

Series 63

Job description

TalentFund has partnered with a growing, financial advisory firm in the Kansas City area is seeking a motivated, relationship-driven Financial Advisor to expand its client base and help affluent families and business owners achieve long-term financial security. This is an entrepreneurial, business-development-focused opportunity for an Advisor who enjoys making new connections, cultivating referral relationships, and building a book of business. The ideal candidate combines the drive to generate new opportunities with a genuine desire to develop lasting client relationships and provide thoughtful, holistic financial guidance.

The firm offers the collaborative environment of a close-knit team, along with the resources, planning capabilities, and financial solutions needed to serve clients throughout every stage of life. Team members are trusted to work independently while collaborating closely to ensure clients receive an exceptional experience.

Primary Responsibilities

• Grow and manage a client base through networking, prospecting, referrals, and relationship development
• Build and maintain a strong network of professional and community referral partners
• Convert new relationships and opportunities into long-term client partnerships
• Develop personalized, holistic financial plans based on each client’s goals and circumstances
• Guide clients across areas such as income and asset protection, investment and advisory services, retirement planning, education funding, and trust services
• Proactively manage client relationships and provide ongoing advice as their needs evolve
• Deliver a highly responsive and personalized client experience
• Collaborate with internal team members and outside professionals to support comprehensive client needs
• Remain current on industry developments, products, planning strategies, and regulatory requirements

Preferred Qualifications

• Active Life, Accident & Health insurance license
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 registrations
• Located in the Kansas City metropolitan area with the ability to work in the office
• Demonstrated success in relationship-building, business development, sales, or another client-facing capacity
• Strong interpersonal, listening, and communication skills
• Ability to manage priorities and work effectively both independently and collaboratively

Ideal Candidate

• Possesses an entrepreneurial mindset and a strong desire to grow a client base
• Is comfortable initiating new relationships and asking for business
• Builds trust naturally and maintains relationships over time
• Demonstrates strong motivation, personal accountability, and follow-through
• Thinks critically and approaches client needs thoughtfully
• Values continuous learning, collaboration, and professional growth
• Thrives in a high-performing, relationship-oriented environment

Why Consider This Opportunity?

• Join a collaborative, close-knit team where every employee plays an important role
• Serve affluent families and business owners through comprehensive financial planning
• Build a meaningful long-term client base with the support of an established firm
• Access sophisticated planning resources and a broad range of financial solutions
• Work within a culture that values excellent client service, high performance, teamwork, and work-life balance