Most new financial advisors leave the industry within their first year because they don’t get real mentorship or support. Our team is different — we provide hands‑on field training, weekly development, and ongoing support that helps our advisors build a successful financial practice.
What You’ll Do
- Meet with clients virtually or in person
- Conduct needs‑based financial assessments
- Follow a structured appointment and advisory process
- Build and manage a personal pipeline
- Maintain consistent follow‑up and client communication
- Submit applications and manage client files
- Participate in weekly development and coaching
- Work joint appointments with senior advisors during field training
How We Develop You
- Advisors sit with you in real appointments
- Daily support as you build your pipeline
- Weekly training and workshops
- Real‑time coaching and feedback
- A clear, repeatable advisory system
You learn by doing — with someone beside you.
Who Thrives Here
- High‑intent, commission‑experienced professionals
- People who want mentorship and accountability
- Individuals who take ownership of their pipeline
- Coachable, competitive, self‑driven performers
This is a professional advisory role for people who want to grow — not an hourly job.
Qualifications
- 1+ year commission‑based sales experience
- Ability to build and manage a pipeline
- Life license (or willingness to obtain)
- Strong communication skills
- Professional, coachable, and driven
Schedule
- Flexible schedule
- Weekly training required
- Consistent appointment activity expected
Pay: $60,000.00 - $90,000.00 per year
Application Question(s):
- This career builds gradually over time, similar to real estate. It requires developing your own client base with full training and mentorship, and income grows as your skills grow. Are you willing to commit to a slow, steady ramp period in exchange for long‑term career upside?
Work Location: Hybrid remote in Overland Park, KS 66212
