Wealth Management Advisor

Jobtailor; Overland Park (KS); On-site; USD 120,000 - 230,000; Full time

Job summary

Jobtailor seeks a seasoned financial advisor to partner with affluent clients, identify goals, and analyze their financial landscape to craft tailored recommendations. You will communicate complex financial solutions and build lasting relationships while developing and implementing suitable financial strategies.

The role requires extensive regulatory licensing and certifications with a 120-day window to obtain them, reflecting the firm’s commitment to compliant, comprehensive planning.

Qualifications

• Minimum 5+ years in a role with personal accountability and managing a book of business.
• Minimum 5+ years building long-lasting relationships with affluent clients.
• All licenses must be obtained within 120 days from start date.

Responsibilities

• Partner with affluent clients to identify their financial goals.
• Analyze their financial landscape and develop recommendations.
• Communicate complex financial solutions to clients.
• Build meaningful and long-lasting relationships.
• Develop and implement appropriate financial solutions.

Skills

Client relationships

Financial analysis

Communicating complex solutions

Education

CFP Certification

CFA Level I

FINRA Series 7/63/65/66 licenses

Life & Health Insurance License

Job description

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful and long-lasting relationships
• Develop and implement appropriate financial solutions

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience
• 5+ years building long-lasting relationships with affluent clients or equivalent experience
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66
• Life and Health Insurance License (Resident State) – Multiple Issuers required
• Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards preferred
• Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute
• All licenses must be obtained within 120 days from start date

Core Competencies

Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.