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Financial Advisor (Kansas City)
Financial Advisor (Kansas City)Accounting Career Consultants, ACC Legal & HR Career Consultants • Kansas City, MO, United States
Financial Advisor (Kansas City)

Financial Advisor (Kansas City)

Accounting Career Consultants, ACC Legal & HR Career Consultants • Kansas City, MO, United States
[job_card.1_day_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Why This Is a Great Opportunity

  • Join a 100% employeeowned advisory firm with over a century of service and a strong reputation for clientfirst culture.
  • Work in an environment where your book is your book and your clients are your clients the firm supports your autonomy and growth.
  • Take advantage of bestinclass infrastructure : integrated technology platform, strong operations support, and exceptional onboarding / transition process.
  • Firms approach focuses on the full lifecycle of wealth : accumulation distribution legacy, aligning with advisors who deliver holistic planning.
  • Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits.

Job Description

As a Financial Advisor, you will help highnet worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. Youll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service.

Key Responsibilities :

  • Build and maintain trusted client relationships through customized wealth management, investment recommendations, financial planning, and service excellence.
  • Grow new business through proactive outreach, referral networks, and community engagement.
  • Manage portfolios and financial plans in accordance with client goals, risk tolerance, stage of life, and legacy desires.
  • Collaborate with internal specialists and firm support (compliance, operations, tech) to deliver scalable, highquality advice and service.
  • Leverage the firms technology platform and operational infrastructure to optimize advisor productivity and client experience.

    • Qualifications

  • Bachelors degree in Finance, Economics, Business, or related discipline.
  • Active FINRA Series 7 + 66 (or 63 + 65) licenses required.
  • 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets under management.
  • Proven track record of business development, referrals, and client growth.
  • Entrepreneurial mindset and clientfirst orientation in alignment with firm culture.
  • Ability to embrace and leverage technology, firm infrastructure, and collaborative planning process.

    • Additional Details

    Company : Confidential independent, employeeowned wealth management firm serving clients across accumulation, distribution, and legacy stages.

    #29637

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    Financial Advisor • Kansas City, MO, United States

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