What are the responsibilities and job description for the Financial Advisor position at Key Consulting and Placement?
Senior Financial Advisor | RIA
Wichita, KS | Full-Time
We are partnering with a well-established, growth-oriented Registered Investment Advisor (RIA) firm in Kansas to identify an experienced Senior Financial Advisor. This role is ideal for a tenured advisor who is passionate about delivering comprehensive financial planning and is seeking a long-term opportunity with succession and leadership potential.
Position Overview
The Senior Financial Advisor will play a key role in providing holistic wealth management solutions to clients, while helping to deepen relationships and contribute to the firm’s continued growth. This individual will operate in a highly collaborative, client-centric environment with the infrastructure and support needed to focus on what matters most—advising clients.
Compensation & Benefits
- Salary range: $150,000 – $180,000 (dependent on experience)
- Comprehensive benefits package, including medical, dental, vision, and retirement plan
- Defined succession pathway with long-term growth and leadership opportunities
Responsibilities
- Deliver comprehensive financial planning across retirement, investment, tax, and estate strategies
- Build and maintain strong, long-term client relationships through a proactive service model
- Manage and grow client relationships while identifying opportunities for organic growth
- Partner with internal team members to ensure a seamless and high-quality client experience
- Stay informed on market trends, regulatory developments, and planning strategies
Qualifications
- Minimum of 7 years of financial advising and planning experience
- Active securities licenses: Series 66 OR Series 63 & 65
- CFP® designation preferred or currently in progress
- Demonstrated ability to manage client relationships and deliver personalized advice
- Strong communication skills and a client-first approach
- High degree of professionalism and integrity
This is a unique opportunity to join a firm that values long-term relationships, both with clients and its advisors, and is committed to investing in the future through thoughtful succession planning.
Salary : $150,000 - $180,000