Lead Financial Advisor

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Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships.

Key Responsibilities:

• Proactively identify and pursue new business opportunities to grow the firm’s client base
• Build and maintain relationships with potential clients, understanding their financial goals and needs
• Provide exceptional service to existing clients, offering personalized financial solutions
• Present and explain financial products, such as investment and retirement plans, to potential clients
• Collaborate with internal teams to ensure seamless onboarding and service delivery
• Handle client inquiries and concerns, ensuring satisfaction and trust
• Maintain a positive mindset and resilience in the face of rejection while continually seeking new business leads

Qualifications:

• Licensed with the Series 7 and Life & Health Insurance
• Proven ability to generate new business and build lasting relationships
• Strong communication and interpersonal skills
• Ability to thrive in a boutique firm environment and appreciate a personalized approach to client services
• Comfortable with rejection and able to remain persistent in pursuit of new business
• Self-motivated with a strong work ethic
• $90,000 - $110,000 base salary dependent on experience
• Total compensation: $135,000 - $185,000 (including performance-based incentives)
• Boutique firm atmosphere with personalized attention and close-knit team culture
• Health and wellness benefits package
• Opportunities for professional development and growth within the firm

Seniority level

• Seniority level
  
  Not Applicable

Employment type

• Employment type
  
  Full-time

Job function

• Job function Other

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