Lead Financial Advisor Job at Claire Myers Consulting, Kansas City, KS

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  • Claire Myers Consulting
  • Kansas City, KS

Job Description

Lead Financial Advisor

Location: Kansas City (In-Office)

Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships.

Key Responsibilities:

  • Proactively identify and pursue new business opportunities to grow the firm’s client base
  • Build and maintain relationships with potential clients, understanding their financial goals and needs
  • Provide exceptional service to existing clients, offering personalized financial solutions
  • Present and explain financial products, such as investment and retirement plans, to potential clients
  • Collaborate with internal teams to ensure seamless onboarding and service delivery
  • Handle client inquiries and concerns, ensuring satisfaction and trust
  • Maintain a positive mindset and resilience in the face of rejection while continually seeking new business leads

Qualifications:

  • Licensed with the Series 7 and Life & Health Insurance
  • Proven ability to generate new business and build lasting relationships
  • Strong communication and interpersonal skills
  • Ability to thrive in a boutique firm environment and appreciate a personalized approach to client services
  • Comfortable with rejection and able to remain persistent in pursuit of new business
  • Self-motivated with a strong work ethic

Compensation & Benefits:

  • $90,000 - $110,000 base salary dependent on experience
  • Total compensation: $135,000 - $185,000 (including performance-based incentives)
  • Boutique firm atmosphere with personalized attention and close-knit team culture
  • Health and wellness benefits package
  • Opportunities for professional development and growth within the firm

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