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
- Fully licensed with Series 6, 63, and 7
- 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
- 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
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
