Wealth Advisor

Mohr Talent; Maize (KS); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Shareholder path

Medical, prescription, dental, and vis

401(k), HSA, FSA, life and disability

Job summary

MOHR Talent in Maize, Kansas, seeks an experienced Wealth Advisor to manage relationships with high-net-worth clients, deliver goals-based financial planning, and collaborate with investment teams for long-term growth. You will be responsible for building a client book, coordinating with CPAs and attorneys, and guiding clients through complex financial decisions.

The role requires Series 65 (or 66), a finance-related degree, and strong communication skills.

Qualifications

• 7+ years in a fiduciary advisory role with business development success.
• Series 65 required (Series 66 acceptable).
• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP preferred; CFA, CPA, or other advanced designations are a plus.
• Life insurance license preferred.
• High-net-worth client experience preferred.
• Strong skills in investments, retirement planning, tax strategy, and estate planning.
• Excellent communication and presentation skills with a consultative, trust-based style.
• Proficiency with planning software, CRM, portfolio platforms, and MS Office.
• Limited travel (under 10%).

Responsibilities

• Source and win new client relationships through referrals, networking, and centers of influence.
• Build and grow a book of affluent and high-net-worth individuals and families.
• Deliver goals-based financial planning across retirement, investments, tax strategy, estate coordination, risk, and education funding.
• Partner with the investment team to build and monitor portfolios focused on long-term growth and protection.
• Serve as the primary point of contact for clients and coordinate with CPAs, attorneys, and other professionals.
• Explain complex financial concepts in a clear, confidence-building way.
• Deepen client relationships and earn cross-referrals from a large network of insurance brokers.
• Mentor junior advisors and contribute to firm-wide growth.

Skills

Business development

Advisory experience

Series 65

CFP preferred

Life insurance license

High-net-worth experience

Investments

Retirement planning

Tax planning

Estate planning

CRM software

MS Office

Education

Bachelor’s degree in Finance/Economics/Business

CFP/CFA/CPA designation a plus

Tools

Planning software

CRM

Portfolio platforms

Microsoft Office

Job description

Wealth Advisor, High-Net-Worth Clients
Maize, KS | In-Person | $140,000 - $150,000 /yr + Annual Bonus | Full-Time

A well established and growing independent wealth management firm, built on a fiduciary standard and a team that cares about their people, is hiring an experienced Wealth Advisor. You will build your own practice with strong planning, investment, and compliance support behind you, and with a clear path to becoming a shareholder in a thriving, employee-owned organization.

What You’ll Do:

• Source and win new client relationships through referrals, networking, and centers of influence
• Build and grow a book of affluent and high-net-worth individuals and families
• Deliver goals-based financial planning across retirement, investments, tax strategy, estate coordination, risk, and education funding
• Partner with the investment team to build and monitor portfolios focused on long-term growth and protection
• Serve as the primary point of contact for clients and coordinate with CPAs, attorneys, and other professionals
• Explain complex financial concepts in a clear, confidence-building way
• Deepen client relationships and earn cross-referrals from a large network of insurance brokers
• Mentor junior advisors and contribute to firm-wide growth

What You Bring:

• 7+ years in a fee-only or fiduciary advisory role with proven business development success
• Series 65 required (Series 66 acceptable)
• Bachelor’s degree in Finance, Economics, Business, or a related field
• CFP preferred, and CFA, CPA, or other advanced designations are a plus
• Life insurance license preferred
• High-net-worth client experience is highly preferred
• Strong skills in investments, retirement planning, tax strategy, and estate planning
• Excellent communication and presentation skills with a consultative, trust-based style
• Proficiency with planning software, CRM, portfolio platforms, and Microsoft Office
• Limited travel (under 10%)

What’s In It For You:

• Opportunity to become a shareholder in an employee-owned firm
• Medical, prescription, dental, and vision coverage
• 401(k), HSA, FSA, life, and disability coverage
• Paid time off, paid holidays, sabbatical, and flexible work options
• Well-being stipend and professional development support
• A succession-planning path and strong resources for planning, investments, operations, and compliance

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]
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Job Summary

Published: 10/29/2026

Type: Direct Hire

Location: Maize, Kansas

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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