Lead Financial Advisor - Topeka, KS

Advisor Talent Solutions

Posted 3 months ago

Full Time

Topeka, Kansas

Hybrid

Smart Summary

Responsibilities

The Lead Financial Advisor will develop personalized financial plans and manage client portfolios to meet long-term wealth management objectives. They are also responsible for converting prospects into clients through consultative sales and leading educational seminars.

Qualifications

Miller Retirement Group is seeking a Lead Financial Advisor to provide expert guidance to clients in Topeka, KS. Key requirements include a high school diploma, 1+ years of experience, and preferably a license to sell securities. The role involves building client relationships, developing financial plans, and staying informed about market trends.

Job Description

Position: Lead Financial Advisor Firm: Miller Retirement Group Location: Topeka, KS   Overview:   Miller Retirement Group, with a location in Topeka, KS is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. Our advisors focus on retirement income planning, tax strategies, wealth management, and legacy planning.   As our firm continues to expand, we are excited to add a motivated Lead Financial Advisor to our team! In this role you will provide expert guidance to clients, helping them achieve their financial goals through tailored investment strategies. You will build meaningful relationships and deliver high-quality service in a collaborative environment.   What you’ll do:
  • Develop personalized financial plans tailored to client needs
  • Manage client portfolios, ensuring alignment with their long-term wealth management objectives
  • Advise clients on cash management, asset allocation, and risk mitigation strategies
  • Effectively convert qualified prospects into clients through consultative sales and relationship-building
  • Conduct thorough financial analysis using advanced financial software and research tools
  • Support sales efforts by presenting financial products and services that meet client needs
  • Stay informed about market trends and conduct research to inform strategic planning decisions
  • Maintain and update client information using the firm’s CRM system (Redtail)
  • Confidence to speak publicly and lead seminars and workshops
  What We’re Looking For:
  • High School Diploma
  • 1+ years experience
  • License to sell securities preferred, including but not limited to series 65, 63, 66
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates proficiency and confidence working across various platforms and operating systems
  • Self-starter who takes initiative and works well independently
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Excellent communication; written and verbal
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
  Bonus Points:
  • Sales experience within the financial industry
  • Additional financial designations like CFP, RICP, RMA, or similar designations
  What You’ll Get:   Pay & Perks:
  • Competitive base salary of $60,000-$75,000 during training, depending on experience. After completion, transition to a full commission structure with earning potential that could exceed $200,000/year.
  • Health, dental and vision insurance
  • PTO
  • Retirement plan with 3% match
  Schedule:
  • Hybrid: Monday – Friday, 9am – 5pm
  • Occasional evenings or Saturday’s required for client events and seminars
      Presented by Advisor Talent Solutions   Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.   Learn more about our approach and services at advisortalentsolutions.com           

Advisor Talent Solutions

Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams. We offer flexible recruiting support — from sourcing and screening to hiring guidance and best-practice tools — designed to make the hiring process easier, faster, and more effective. We also connect talented candidates with meaningful opportunities with advisor teams nationwide. Whether someone is exploring a new role or an advisor is ready to hire, our goal is to create a smooth, informed, and positive experience for everyone involved. Advisor Talent Solutions is part of the Advisors Excel, LLC family of companies. Please note that if you are selected for employment, your employer will be the hiring advisor or advisory firm, not Advisors Excel, LLC or its affiliates. Advisors Excel, LLC and its affiliates are not the employer of record and are not responsible or liable for any employment decisions, terms or conditions of employment, compensation, benefits, management, or any claims or disputes that may arise in connection with such employment.
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