What are the responsibilities and job description for the Financial Advisor position at MOHR Talent?
Andover, KS | $180K - $200K total Compensation | Full-time | Annual performance bonus eligibility | Comprehensive benefits
An established wealth advisory firm is looking for a Financial Advisor who enjoys building lasting client relationships and winning new business. This opportunity combines meaningful client responsibility with support from investment, financial planning, and operations specialists.
The firm is planning for long-term client continuity and continued growth—creating an attractive opportunity for an experienced advisor who wants to help shape the next chapter of a practice.
The OpportunityBuild and strengthen relationships with affluent individuals and families.
Help maintain client confidence and continuity through advisor transitions.
Grow the practice through referrals, networking, and professional relationships.
Deliver personalized advice covering investments, retirement, tax-aware strategies, estate coordination, and risk management.
Partner with investment specialists, CPAs, and attorneys to coordinate client needs.
7 years of experience in a fee-only or fiduciary advisory role.
A demonstrated ability to attract clients and grow revenue.
A bachelor’s degree in Finance, Economics, Business, or a related field.
Series 65; Series 66 also accepted.
Strong planning knowledge, clear communication, and experience managing relationships from prospecting through ongoing service.
Proficiency with financial planning, CRM, and portfolio tools, plus Microsoft Office.
Preferred: CFP certification is strongly preferred. High-net-worth client experience, CFA or CPA credentials, and familiarity with Envestnet, MoneyGuidePro, or Salesforce are valuable. A life-insurance license is preferred and required for insurance sales.
Why Consider This RoleMeaningful ownership of the client experience.
Established relationships and opportunities to develop new business.
Planning, investment, technology, and operational support.
Annual performance bonus eligibility.
Medical, dental, vision, 401(k), paid time off, and professional development.
Compensation: The anticipated structure includes a declining base as production-based earnings develop. Final salary, payout, and bonus terms will be discussed during the interview process.
Apply with your resume if you bring strong client relationships and a track record of growing a practice.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.comSalary : $180,000 - $200,000