Lead Financial Advisor

Claire Myers Consulting; Kansas City (KS); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health and wellness benefits

Opportunities for professional development

Job summary

A boutique financial services firm is seeking a fully licensed Advisor in Kansas City. The ideal candidate will spend most of their time pursuing new business while also servicing existing clients. Strong communication skills and resilience in business development are essential, along with the necessary licenses. Competitive compensation packages are available.

Qualifications

• Comfortable working in a boutique environment.
• Proven ability to generate new business.
• Able to work closely with clients to understand their financial goals.

Responsibilities

• Identify and pursue new business opportunities.
• Build and maintain relationships with potential clients.
• Provide exceptional service to existing clients.

Skills

Strong communication skills

Interpersonal skills

Business development

Self-motivation

Resilience

Education

Licensed with Series 7

Life & Health Insurance License

Job description

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Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships.

Key Responsibilities:

• Proactively identify and pursue new business opportunities to grow the firm’s client base
• Build and maintain relationships with potential clients, understanding their financial goals and needs
• Provide exceptional service to existing clients, offering personalized financial solutions
• Present and explain financial products, such as investment and retirement plans, to potential clients
• Collaborate with internal teams to ensure seamless onboarding and service delivery
• Handle client inquiries and concerns, ensuring satisfaction and trust
• Maintain a positive mindset and resilience in the face of rejection while continually seeking new business leads

Qualifications:

• Licensed with the Series 7 and Life & Health Insurance
• Proven ability to generate new business and build lasting relationships
• Strong communication and interpersonal skills
• Ability to thrive in a boutique firm environment and appreciate a personalized approach to client services
• Comfortable with rejection and able to remain persistent in pursuit of new business
• Self-motivated with a strong work ethic
• $90,000 - $110,000 base salary dependent on experience
• Total compensation: $135,000 - $185,000 (including performance-based incentives)
• Boutique firm atmosphere with personalized attention and close-knit team culture
• Health and wellness benefits package
• Opportunities for professional development and growth within the firm

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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