Wealth Advisor

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.

• 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.

• 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 is competitive and based on experience.