Wealth Management Advisor-Kansas City

Job Description

Job Description

Wealth Advisor

Mission Woods, KS | Hybrid

An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity.

If you’re currently at a larger firm where you feel like a number—or lack a clear path to meaningful growth—this role offers a more entrepreneurial environment with the infrastructure to support your success.

What You’ll Do

• Build and grow relationships with high-income professionals and business owners
• Drive new business through consistent outreach, networking, and referrals
• Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
• Lead conversations around investment strategies, retirement planning, and entity-level planning
• Maintain a high level of activity:
• ~20 client/prospect meetings per week
• Follow a proven activity model
• Partner with team members to deliver a high-quality, relationship-driven client experience
• Stay disciplined and organized in managing pipeline, follow-ups, and client systems

What Makes This Opportunity Different

• Team-Based, Not Siloed : You’ll collaborate with experienced advisors and have access to mentorship and shared ideas—without sacrificing your independence
• No Product Pressure : Focus on holistic planning—no rigid minimums, just goal-oriented planning that serves the client
• Entrepreneurial Environment : Your activity and initiative directly drive your success—no corporate ceiling
• Operational Leverage That Accelerates Growth : Once you earn the client’s “yes,” our established operations team steps in immediately—handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business

What Success Looks Like

• Consistent activity leading to steady AUM growth
• Strong ability to build trust and convert opportunities into long-term relationships
• High level of accountability, organization, and follow-through
• Active participation in a team environment while building your individual practice

What We’re Looking For

• 5–7+ years of experience in wealth management or financial advising
• Proven track record of business development and client acquisition
• Ability to speak to annual AUM growth and new assets brought in
• Strong investment knowledge (more critical than insurance experience)
• Experience working with affluent clients, business owners, or professionals
• Highly motivated, activity-driven, and organized
• Desire to grow within a team environment that still rewards individual ownership

Licensing

• SIE, Series 7, and Series 63 (required or ability to obtain)

Ideal Candidate Profile

• Coming from a larger firm and looking for more control, visibility, and impact
• Wants to be part of a team culture , but still build something of their own
• Values relationships, trust, and long-term client success
• Coachable, driven, and excited about growth