Senior Financial Advisor — Grow Your Practice

Rally Wealth and Benefits; Overland Park (KS); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Voluntary benefits

Job summary

Rally Wealth & Benefits seeks an experienced Financial Advisor in the Greater Kansas City area to continue growing an established practice while maintaining ownership of client relationships.

The role offers access to a broader team, deeper resources, and growth opportunities without requiring you to abandon the practice you've built.

You will focus on advising clients, strengthening relationships, and delivering comprehensive financial solutions through Rally's collaborative platform.

Qualifications

• Established client base and advisory practice.
• Experience providing financial advice and developing long‑term client relationships.
• Securities and advisory registrations, or ability to obtain/maintain registrations.
• Client‑first, planning‑oriented approach.
• Desire to expand breadth and depth of services available to clients.
• Strong alignment with our values and culture.

Skills

Established client base

Advisory practice

Client relationships

Securities registrations

Planning-oriented

Education

Securities registrations

Job description

Rally Wealth & Benefits seeks an experienced Financial Advisor in the Greater Kansas City area to continue growing an established practice while maintaining ownership of client relationships.

The role offers access to a broader team, deeper resources, and growth opportunities without requiring you to abandon the practice you've built.

You will focus on advising clients, strengthening relationships, and delivering comprehensive financial solutions through Rally's collaborative platform.