Wealth Advisor-Kansas City

Wealth Management Advisor

Mission Woods, KS

An established and growing wealth management firm is seeking a Wealth Advisor 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
• Partner with team members to deliver a high-quality, relationship-driven client experience

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
• 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 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