Wealth Management Advisor

Wealth Management Advisor (CFP®)Location: Leawood, KS | Greater Kansas City Area Work Model: Primarily On-Site Compensation: $100,000-$150,000 base salary plus performance-based bonus Total Compensation Potential: $100,000-$200,000+ About the Role: Our client, a growing and well-established wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join their close-knit, 7-person team. This advisor will step into a highly visible role with access to qualified internal referrals and a clear path into the firm's long-term succession and leadership plan. This is an excellent opportunity for an experienced advisor who enjoys owning client relationships, closing business, and delivering sophisticated planning solutions to high-earning professionals and business leaders. Key Responsibilities:Serve as the lead advisor ("first chair") for top-tier client relationships, owning strategy, recommendations, and execution Deliver comprehensive financial planning and investment advice, including tax-aware strategies, estate planning coordination, and portfolio construction Leverage firm-generated referrals while also engaging in selective new business development Work with high-income clients (typically $250k+ household income), including executives, business owners, and senior leaders Support clients through complex planning needs such as liquidity events, equity compensation, and concentrated stock positions Maintain strong compliance, documentation, and fiduciary standards Collaborate closely with internal planning and operations teams to deliver a seamless client experience Contribute to the firm's long-term growth, strategy, and succession planning Business Development Expectations:Majority of growth comes from internal referrals and existing relationships Approximately 15-20% focused on warm outreach within existing networks Approximately 25% focused on strategic prospecting with high-level professionals and executives Annual production expectations of $100k-$200k in premium and approximately $15M in new AUM Ideal Candidate Profile:CFP® designation required Series 7 and 66 (or equivalent) required 8+ years of experience in a client-facing advisory role Proven credibility with sophisticated clients and complex planning scenarios Strong relationship-building and communication skills Motivated by long-term growth, impact, and leadership opportunities Interested in becoming a key contributor to the firm's future leadership or ownership structure Why This Role:Warm book of business and consistent internal referrals Clear and realistic path toward partnership or leadership Collaborative, client-first culture with a stable and experienced team Competitive base salary with meaningful upside tied to performance Opportunity to play a long-term, career-defining role within the firm

Created: 2026-03-04