Wealth Advisor- 6 Meridian
On-site · Wichita, Kansas, United States
Job Summary
Lead and co-lead advisor supporting client relationships in the $1M–$5M segment; deliver integrated investment and financial planning recommendations; build strong client relationships through proactive communication and high-touch service; develop and maintain financial plans using eMoney; support portfolio oversight, asset allocation, and implementation of investment strategies; partner with senior advisors on complex planning and investment decisions; coordinate client meeting preparation and CRM documentation; collaborate with paraplanning and operations teams to deliver a seamless experience; identify opportunities to deepen client relationships and contribute to team-based client retention and growth efforts.
Required Qualifications
- Bachelor’s degree in business, finance, financial planning, or a related field
- 3-5 years of meaningful client facing experience in wealth management, advisory, or paraplanning roles
- CFP designation or active progress toward completion strongly preferred
- Active Series 7 and Series 66 licenses or equivalent
- Strong financial planning expertise with the ability to translate complexity into clear client guidance
- Service oriented mindset with a passion for delivering a high-quality client experience
- Demonstrated ability to collaborate effectively within a team environment
- Excellent communication, presentation, and organizational skills
- High level of professionalism, integrity, and client first orientation
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