What are the responsibilities and job description for the Financial Advisor position at Werth Wealth Management?
Werth Wealth Management is a growing, nationally recognized wealth management practice seeking an experienced Financial Advisor for our Hays location, with at least five years of experience in financial planning, wealth management, or advisory services. The ideal candidate is client-focused, skilled at building lasting relationships, and passionate about helping clients achieve their financial goals through personalized planning and advice.
This is an outstanding opportunity for a motivated professional who is dedicated to enhancing lives, strengthening families, and making a meaningful impact on the financial well-being of clients.
Key Responsibilities
- Develop and maintain strong, long-term client relationships.
- Deliver comprehensive financial planning and investment guidance.
- Design and implement customized wealth management strategies tailored to client goals.
- Conduct regular client review meetings and ongoing portfolio monitoring.
- Identify and pursue new business opportunities through referrals, networking, and community engagement.
- Collaborate with clients’ professional advisors, including CPAs, attorneys, and other specialists.
- Ensure compliance with all industry regulations, firm policies, and fiduciary standards.
Qualifications
- Minimum of 5 years of experience as a Financial Advisor, Wealth Advisor, or related advisory professional.
- Bachelor’s degree preferred.
- Series 7 and Series 66 licenses (or equivalent) preferred.
- CFP® designation or similar professional credential preferred.
- Strong knowledge of financial planning, investments, retirement planning, tax strategies, and estate planning.
- Excellent communication, relationship management, and business development skills.
- Proven ability to build trust and deliver exceptional client service.
Compensation & Benefits
Werth Wealth Management offers a competitive compensation package, comprehensive benefits, and opportunities for professional growth and career advancement within a collaborative, client-centered environment.
About Werth Wealth Management
For more than 30 years, Werth Wealth Management has provided comprehensive wealth management solutions to families, business owners, high-net-worth individuals, foundations, endowments, and corporate retirement plans.
Founded by Tim Werth, the firm has grown organically from its Midwest roots—initially serving individuals and families—into a full-service advisory practice managing private and institutional relationships and corporate retirement plans across the country. Our commitment to excellence has earned recognition at both the state and national levels.
At Werth Wealth Management, we believe that financial planning is about more than investments—it is about helping clients achieve confidence, security, and purpose in their lives. We are seeking professionals who share that commitment and want to grow alongside a respected and expanding firm.
Work Location: In person