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Financial Advisor/Successor

Location: Wichita, KS
Job Type: Direct Hire
Salary: $100,000.00 - $200,000.00
Date: 11/1/2017
Job ID: 01974871
Job Description
We have been retained as an executive search firm by a very successful wealth management firm in the Wichita area to find a seasoned Financial Advisor as a potential Successor/Partner.

This firm is well established with an impeccable reputation. The firm has a significant degree of experience working with business owners and corporate executives and a strong background in both tax and investment planning. The CEO of this firm has been active in the business community in Wichita since the early 1980s.

The professional we seek is successful to date - currently earning a high 5 to 6 figure income - and has an existing book of business but is looking for an opportunity to substantially grow his/ her practice going forward. We are looking for an advisor with a client-first mindset and good “rainmaking” skills who can capitalize on the strong relationships that the CEO of this firm has established in the community. He/she has an entrepreneurial spirit and has the energy and vision to take the reins of a firm that has a strong foundation, but more importantly, a dynamic and exciting future. We are looking for someone who is leader.

The preferred professional we seek is well educated, has earned credentials such as the CFP®, ChFC, CFA, MBA, CPA or PFS, and holds an active Series 7, 63, and 65 and Kansas insurance licenses.

Our client offers: 
  • professional office space
  • administrative support
  • the expertise and support of a 30 year veteran in the financial services business
  • the opportunity to take over a group of clients/referrals immediately
  • excellent technology backed by a strong name-brand broker dealer/RIA.
  • proven expertise in both tax and investment planning
  • an opportunity to be the successor/partner of a well established and growing practice
The compensation plan and benefits will be crafted appropriate to what the potential associate brings to the table and the perceived value of his or her ability to build on the future.