Financial Advisor / Wealth Advisor (Inbound, Pre-Set Appointments, No Cold Calling)
High-Performance Role | Pre-Set Appointments | Salary + Commissions + Bonuses = $150K–$300K +
Join a high performance team where you’re provided with pre-set, qualified appointments and a proven system built to help you succeed.
This is not a maintenance role... This is a true production seat with real opportunities, every single day.
Why This Opportunity Stands Out
- Daily inbound, pre-set appointments (no cold calling or prospecting)
- Work with high-intent, qualified clients
- A proven sales system designed to maximize your production
- Strong lead flow supported by in house marketing
- A firm built on integrity, client first service, and long-term relationships
What You’ll Do
- Convert inbound, pre-qualified appointments into long-term client relationships
- Provide a concierge level client experience that drives trust and retention
- Deliver financial guidance and solutions aligned with a fiduciary first approach
- Build and grow your book of business through consistent, high quality opportunities
Who This Role Is For
We’re looking for driven Financial Advisors, Wealth Advisors, or Licensed Advisors who:
- Are frustrated by limited lead flow or corporate bureaucracy
- Want a predictable pipeline of qualified opportunities
- Thrive in a high performance, results driven sales environment
- Are competitive, coachable, and motivated by income and growth
- Value a strong culture, team environment, and work life balance
- Want to be part of a company that invests in its people and their success
Compensation & Benefits
- Base Salary + Uncapped Commission
- Realistic Earnings: $150,000 – $300,000+ (top performers exceed this)
- Performance based bonuses and incentives
- Clear path to leadership and management opportunities
- W2 position with full support and infrastructure
- Health insurance benefits
- 401(K) with company participation
What Makes You Successful Here
- Ability to close and build relationships with high-intent clients
- Strong communication and consultative sales skills
- Desire to operate with a client first, fiduciary mindset
Apply If You Want To
- Eliminate cold calling and focus on closing qualified opportunities
- Be in a true production environment with daily appointments
- Take control of your income and career growth
- Work with a team that values performance, culture, and work life balance
Let’s Connect
If you’re a driven Financial Advisor ready for more opportunity, more support, and more income, while working in a place where you can grow, win, and genuinely enjoy the people you work with, this could be the opportunity you’ve been waiting for. We’d love to connect and walk you through the details.
Pay: $125,000.00 - $300,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Are you located within 45 minutes of Overland Park, KS?
License/Certification:
- Securities 65 or 66 (Required)
- Life Insurance License (Required)
Work Location: In person
