Associate Financial Advisor (Leadership Track)

We believe great advisors aren’t born — they’re developed. Our firm is built on a culture of hands‑on mentorship, structured training, and continuous support, and we’re looking for an Associate Financial Advisor who wants to grow with us.

If you’re driven, curious, and committed to becoming a top‑tier advisor, this role gives you the coaching, tools, and real‑world experience to get there. You’ll work side‑by‑side with senior advisors who invest deeply in your development, guide you through complex planning work, and help you build the confidence and skill set to eventually lead your own client relationships.

How We Support Your Growth

• 1:1 mentorship with senior advisors who coach you through planning, client conversations, and strategy
• Structured development plan with clear milestones toward becoming a Lead Advisor
• Weekly training sessions on planning concepts, communication skills, and industry best practices
• Field Training going on your appointments with you
• Open‑door culture where questions are encouraged and collaboration is the norm
• Regular feedback loops to help you grow faster and more confidently

This is not a “sink or swim” environment. We walk with you, teach you, and help you build a long‑term career.

What You’ll Do

• Partner with senior advisors to prepare and present comprehensive financial plans
• Join client meetings and learn how to guide conversations with clarity and confidence
• Conduct research on investments, retirement strategies, insurance, and tax‑efficient planning
• Manage client service requests while learning best‑in‑class service standards
• Participate in business development activities with coaching and support

What We’re Looking For

• Strong analytical skills and attention to detail
• Excellent communication and relationship‑building abilities
• A growth mindset and eagerness to learn
• Integrity, professionalism, and a client‑first approach

Who Thrives Here

This role is perfect for someone who:

• Wants to be coached, challenged, and supported
• Values mentorship and continuous learning
• Is excited to grow into a full advisory role
• Enjoys helping clients make confident financial decisions
• Wants to build a long‑term career, not just take a job

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• This career builds gradually over time, similar to real estate. It requires developing your own client base with full training and mentorship, and income grows as your skills grow. Are you willing to commit to a slow, steady ramp period in exchange for long‑term career upside?

Work Location: Hybrid remote in Overland Park, KS 66212