Financial Advisor
Listed on 2026-05-30
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Finance & Banking
Financial Advisor / Consultant, Financial Sales -
Sales
Financial Sales
Job Description:
Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your expertise, portfolio, and earning potential can grow without limits.
Why This Role Matters:
As a Financial Advisor, you’ll be the trusted advisor clients turn to for clarity, confidence, and long-term financial direction. You’ll manage a personal book of business, shape investment strategies, and influence major financial decisions that directly impact the success of families, businesses, and organizations in our community. Compensation is base plus commission.
- Guide clients with confidence:
Provide expert advice on retirement planning, tax-conscious strategies, portfolio design, and investment suitability. - Grow a thriving portfolio:
Sell and purchase securities aligned with clients’ evolving goals—corporations, banks, individuals, partnerships, foundations, and trust customers. - Be the go-to investment expert:
Break down market trends, analyze product options, and help clients understand how to position their portfolios for today’s economy. - Maintain exceptional service standards:
Answer market questions, appraise portfolios, and coordinate solutions with internal teams to ensure seamless client experiences. - Drive your own success:
Build and execute a personal marketing plan to attract new clients, deepen existing relationships, and meet or exceed your goals. - Contribute to a winning team:
Collaborate with colleagues to achieve departmental and company-wide objectives.
- 3-5 years of investment, financial advising, or related experience
- A strong sales instinct and proven ability to negotiate financial products
- A customer-focused mindset with high trustworthiness, professionalism, and communication skills
- A desire to grow, perform, and be known as a top producer
- Bachelor's degree; advanced education or certifications preferred
- Valid driver’s license
- Current Series 7 Series 66 (or 63 + 65)
- State of Kansas life insurance license
- The freedom to grow your own book of business
- The credibility and support of a respected financial institution
- Direct impact on client success and long-term financial health
- A role where performance is recognized, rewarded, and celebrated
- A collaborative environment that values your expertise
Capitol Federal is an equal opportunity employer.
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