Wealth Advisor

Windward Recruiting; Leawood (KS); On-site; USD 120,000 - 160,000; Full time

Job summary

Windward Recruiting is assisting a boutique fiduciary RIA in the Kansas City area (Leawood, KS) to hire an experienced Wealth Advisor.

You will provide comprehensive financial planning and tailored investment strategies for high-net-worth individuals and families, delivering concierge-level service.

Qualifications

• Requires a Bachelor's degree in Finance, Economics, Accounting, or related field.
• CFP/CFA/CPWA or willingness to pursue preferred.
• 5+ years of wealth management, financial planning, or investment management.
• Demonstrated ability to grow and retain high-net-worth client relationships.
• Excellent communication and fiduciary client-first mindset.

Responsibilities

• Deliver holistic financial planning and tailored investment strategies for high-net-worth clients.
• Build and manage client relationships with concierge, fiduciary service.
• Develop and implement customized financial plans and tax-efficient strategies.
• Collaborate with planning, investment, tax, and estate specialists to deliver integrated solutions.
• Cultivate new client relationships through referrals and professional partnerships.
• Stay informed on markets and regulatory developments while upholding fiduciary standards.

Skills

Client relationship management

Communication skills

Fiduciary mindset

Entrepreneurial growth mindset

Team collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

CFP, CFA, CPWA, or similar designation preferred, or willingness to pursue

Job description

We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience. This role partners closely with high-net-worth individuals, families, executives, business owners, and retirees to develop and implement customized strategies that help clients achieve their long-term goals.

Our client is a boutique, employee-owned, fee-based Registered Investment Adviser serving clients in Kansas City, built on a philosophy of expertise and objectivity. As a fiduciary firm, the advisor's success is measured by client outcomes delivered through holistic financial planning, investment management, estate planning, tax strategies, and risk management, supported by a passionate team that treats the client relationship as the firm's most important asset.

DUTIES & RESPONSIBILITIES

• Serve as a trusted advisor to high-net-worth individuals and families, delivering holistic financial planning, investment management, estate planning, and tax-efficient strategies tailored to each client's goals.
• Build and manage client relationships, providing direct, concierge-level access and a consistently exceptional client experience.
• Develop and implement customized financial plans, adjusting strategies as client needs and life goals evolve.
• Collaborate with the firm's team of planning, investment, tax, and estate specialists to deliver integrated, objective solutions.
• Cultivate new client relationships through referrals, centers of influence, and professional partnerships.
• Stay current on financial markets, planning strategies, and regulatory developments while upholding the firm's fiduciary standard.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• CFP, CFA, CPWA, or similar designation preferred, or a willingness to pursue.
• 5+ years of experience in wealth management, financial planning, or investment management.
• Proven ability to develop and retain high-net-worth client relationships.
• Strong communication, interpersonal, and relationship-management skills, with a client-first, fiduciary mindset.
• FINRA Series 65, or ability to obtain within six months of hire.
• Collaborative team orientation balanced with self-motivation and an entrepreneurial approach to growth.

COMPENSATION

• Compensation is competitive and based on experience.