Senior Financial Planner (CFP Required)

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Senior Financial Planner (CFP Required)

Nova R Wealth

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Details

Posted: 20-Apr-26

Location: Overland Park, Kansas

Type: Full Time

Salary: $85,000-$125,000

Categories

Wealth Management

Sector

Wealth Management

Overland Park, KS | Nova R Wealth

Nova R Wealth is growing and seeking an experienced CFP® professional to serve high-net-worth individuals and families. We are a culture-first advisory firm that prioritizes preparation, discretion, and long-term client relationships. We believe in the power of collaboration and teamwork. We have intentionally built a firm where excellence compounds and culture resounds!

If you believe wealth management is more about stewardship, relationship management and not sales, we should talk. We are growing and there has never been a more exciting time to join!

The Opportunity

You Will Lead Comprehensive Financial Planning Engagements Including

• Advanced retirement modeling
• Tax-aware planning
• Estate and legacy coordination
• Risk management strategy
• Balance sheet and cash flow analysis
• Including but not limited to, collaboration with CPAs and estate attorneys
  
  

We serve clients who expect depth, clarity, and professionalism.

What We’re Looking For

• CFP® certification required
• 5 to 10 years serving affluent or high-net-worth clients
• Ability to manage complex planning engagements independently
• Strong communication skills and fiduciary mindset
• Commitment to professionalism and culture
  
  

Compensation

• Compensation base salary quarterly bonus
• Base salary $85,000-$125,000 commensurate with experience
• Clear long-term growth trajectory and opportunity
  
  

Nova R Wealth is a boutique, multi-generational wealth management firm focused on serving high-net-worth families with depth, discretion, and long-term stewardship. We are a culture-first organization where preparation matters, relationships compound over decades, and advisors operate as true fiduciaries. If you are a CFP® who takes pride in thoughtful planning, values collaboration over ego, and wants to help shape a firm designed for enduring client impact across generations, please message us directly or apply.

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About Nova R Wealth

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https://fpajobboard.org/jobs/22215899/senior-financial-planner-cfp-required