Financial Advisor – Kansas City, MO
The Financial Advisor role at Confidential Client involves developing customized financial plans and wealth management strategies to help clients achieve their financial goals. This entry-level position requires strong communication, analytical, and relationship-building skills, with a focus on client acquisition and ongoing education within a reputable and financially stable company.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Our confidential client is hiring an entry-level Financial Advisor to join a growing team in Kansas City. In this role you will:
- Determine clients’ cash flow, income, financial status, goals, assets, and other factors to create holistic wealth-management strategies.
- Build customized financial plans tailored to each client’s life stage, career, and changing needs.
- Source, identify, and secure new clients to grow your book of business and serve as a trusted advisor.
- Recommend appropriate products, investments, and strategies to help clients achieve financial objectives.
- Participate in ongoing training, coaching, and team-based learning to develop professional skills and compliance knowledge.
Compensation & Benefits
- Plan earnings range: $74,000 — $120,000 (at plan earnings)
- Estimated market salary (for reference): ~$70,927 per year (external estimate)
- Opportunity for commission/bonus upside as you build your practice
- Professional development, mentorship, and access to financial planning tools
Who We’re Looking For
Minimum qualifications and skills:
- Bachelor’s degree in business, finance, or related field required.
- Baseline knowledge of financial industry concepts and products.
- Comfort with MS Office, Google Suite, CRM systems, and financial planning software.
- Strong communication, relationship-building, analytical and math skills.
- Self-motivated, organized, and able to work independently while collaborating with a team.
- FINRA Series 7 and 63/66 credentials are a plus but not required at hire.
Preferred attributes:
- Outgoing, client-first attitude with excellent listening and presentation skills.
- Commitment to continuous learning and professional development.
Location & Employment Type
- Location: Kansas City, MO (on-site / client office)
- Employment type: Full-time
About the Client
Our confidential client operates in the Accounting & Finance industry and is focused on long-term client relationships and professional development for advisors. They provide mentorship, industry tools, and structured training designed to help you grow a sustainable practice.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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