Senior Financial Advisor: Scale Your Established Practice

OMNI Human Resource Management; Overland Park (KS); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Voluntary benefits

401(k) retirement plan

Job summary

Rally Wealth & Benefits is seeking an experienced Financial Advisor in the Greater Kansas City area who can grow with a collaborative financial services organization while maintaining ownership of client relationships.

This opportunity emphasizes advising clients, strengthening relationships, and leveraging infrastructure to expand services, with compensation tied to advisory activity and commissions rather than a fixed base salary.

Qualifications

• An established client base and advisory practice.
• Experience providing financial advice and developing long‑term client relationships.
• Appropriate securities and advisory registrations, or the ability to obtain/maintain required registrations.
• A client-first, planning-oriented approach.
• A desire to expand the breadth and depth of services available to clients.
• A collaborative mindset and desire to be part of a team.
• Strong alignment with our values and culture.

Responsibilities

• Maintain an established book of business and advisory practice.
• Provide high-quality financial advice and nurture client relationships.
• Collaborate with Cetera and Summit teams to coordinate solutions.
• Offer comprehensive planning, including retirement, insurance, and wealth strategies.
• Uphold the firm's values and fiduciary standards.

Skills

Established client base

Financial advice

Client relationships

Collaborative mindset

Team involvement

Job description

Rally Wealth & Benefits is seeking an experienced Financial Advisor in the Greater Kansas City area who can grow with a collaborative financial services organization while maintaining ownership of client relationships.

This opportunity emphasizes advising clients, strengthening relationships, and leveraging infrastructure to expand services, with compensation tied to advisory activity and commissions rather than a fixed base salary.