Lead Financial Advisor

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Are you a driven and experienced advisor looking to work with a sophisticated client base and contribute to strategic growth? We are offering a fantastic opportunity for you to join our firm. Ideal candidates will thrive in our collaborative, client-first culture and have a passion for delivering holistic financial advice to individuals and families.

At Midwest Financial Planning Group, we take pride in guiding clients through their financial journey with both expertise and care. Our foundation is anchored in a profound understanding of finance management, meticulous and thoughtful financial planning, and an unwavering commitment to exceptional client service. Our firm boasts a highly proficient and effective support team structure, including paraplanners, service advisors, and operations staff.

This strong foundation allows our advisors to focus on what they do best: engaging with and serving clients.

Join us and be part of a dynamic team dedicated to excellence in financial advising.

Job Summary

• Serves as primary advisor for a select group of clients, delivering thoughtful financial guidance across investments, estate planning, tax strategies, and retirement planning
• Prepare for and execute client meetings
• Focuses on complete client care and delivering on promises made to client
• Develop customized financial plans tailored to clients' goals, risk tolerance, and financial situations
• Lead new business development initiatives with a focus on acquiring clients with $300k+ in investable assets or large insurance needs
• Directly responsible for client satisfaction with firm and retention of client accounts
• Manages and supervises formulation and implementation of risk and investment strategies consistent with comprehensive financial plan prepared for each client individually
• Maintain and nurture with firm’s existing clients
• Develop new revenue opportunities to service existing clients more effectively
• Collaborate with internal team to ensure a seamless and consistent client experience
• Connect with and develop relationships with existing clients next generation
• Build loyal client advocates and producing new clients through those relationships
• Stay current on market trends, regulatory developments, and best practices to provide informed and timely advice

Qualifications

• Bachelor’s Degree required, preferably in Business, Finance, or related discipline
• SIE & Series 6 or 7
• Proven experience in financial planning or advisory roles is preferred.
• An existing book of business is a plus, but not required
• Skilled in prospecting, networking, and acquiring new client relationships
• Familiarity with custodial platforms such as Schwab, Fidelity, or equivalent
• Background in banking or public accounting is advantageous.
• Excellent analytical skills with the ability to interpret complex financial data.
• Strong interpersonal skills to effectively communicate with clients and build lasting relationships.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Relevant certifications (e.g., CFP, CFA) are a plus but not mandatory.

Compensation

• Total compensation: $100,000-$200,000+ (includes base salary, performance-based variable compensation, and trails); base salary range: $50,000-$75,000 or negotiable based on book of

Compensation

• Total compensation: $100,000-$200,000+ (includes base salary, performance-based variable compensation, and trails); base salary range: $50,000-$75,000 or negotiable based on book of

.

• Other Benefits: Medical, Dental, Vision, 401(k) with 3% non-elective contribution, Paid Time Off, etc.

If you are passionate about helping individuals achieve their financial goals and possess the necessary skills and experience, we encourage you to apply for this exciting opportunity as a Financial Advisor.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Finance and Sales

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