Financial Advisor - RIA Firm - Overland Park, KS
Financial Advisor - RIA Firm - Overland Park, KS
Posted on :
05-05-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
05-05-2025
Job Description
Financial Advisor
Are you looking to expand your career and to be part of a successful team Are you driven selfmotivated and customer focused If you enjoy working closely with clients developing longterm relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Retirement Solutions Group in Overland Park KS is seeking to add a Financial Advisor to our Team! NO COLDCALLING REQUIRED!
Our Vision
To be the LAST financial advisor for our client families and be the BESTINCLASS employer for our team members.
Our Mission
To advise inspire empower and cocreate an exceptional life for our clients our team members and their families; now and for the future.
General Responsibilities:
The Financial Advisor is an integral part of the organization. With financial planning responsibility for the firms clients and company provided leads the Financial Advisor is able to build an excellent business for themselves. Financial Advisors must have a professional demeanor be extremely punctual maintain a great attitude and be willing to do whatever it takes to make the client experience over the top while maintaining company protocol.
Core Competencies:
- Strong attention to detail and excellent organizational skills required.
- Must be selfmotivated and able to prioritize tasks and followthrough.
- The ability to multitask in a fast paced and deadline driven environment.
- Must be able to maintain professionalism and a positive service attitude at all times.
- Must be able to work a flexible schedule and be able to accommodate client needs as well as firm needs
Minimum Requirements:
- 25 years of financial planning experience required
- Bachelors Degree
- Excellent interpersonal skills
- Outstanding attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- A burning desire to succeed
- An ability to handle multiple tasks and handle stress
- FINRA Series 65 Designation or equivalent
- Insurance licensed in Kansas and Missouri strongly preferred
Position Responsibilities:
- Develops services and delivers financial planning to their own list of clients
- Services and delivers financial planning to the firms small to midsize clients
- Services existing clients with plan reviews including scheduling and delivering reviews
- Assists in research
- Assists in developing client event presentations
- Follows up on firmgenerated leads
- Assists the Senior Wealth Advisor as requested
- Develops and maintains written systems of all their activities
- Complies with all regulatory policies
- Performs all other assigned duties
Salary:
- $70000 $150000 (base commission)
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Company incentive trip
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Hours:
- MondayFriday 8am5pm or 9am6pm
- Must be available for occasional evening client events (ending around 7:30pm)
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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