Financial Advisor

Job Description:

Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams?

This is your opportunity to join a respected financial institution where your expertise, your portfolio, and your earning potential can grow without limits.

Why This Role Matters

As a Financial Advisor, you’ll be the trusted advisor clients turn to for clarity, confidence, and long-term financial direction. You’ll manage a personal book of business, shape investment strategies, and influence major financial decisions that directly impact the success of families, businesses, and organizations in our community. Compensation is base plus commission.

This is a role where your insights matter, your relationships matter, and your success is truly in your hands.

What You’ll Be Doing

• Guide clients with confidence: Provide expert advice on retirement planning, tax-conscious strategies, portfolio design, and investment suitability.
• Grow a thriving portfolio: Sell and purchase securities aligned with clients’ evolving goals—corporations, banks, individuals, partnerships, foundations, and trust customers.
• Be the go-to investment expert: Break down market trends, analyze product options, and help clients understand how to position their portfolios for today’s economy.
• Maintain exceptional service standards: Answer market questions, appraise portfolios, and coordinate solutions with internal teams to ensure seamless client experiences.
• Drive your own success: Build and execute a personal marketing plan to attract new clients, deepen existing relationships, and meet or exceed your goals.
• Contribute to a winning team: Collaborate with colleagues to achieve departmental and company-wide objectives.

What You Bring

• 3–5 years of investment, financial advising, or related experience
• A strong sales instinct and proven ability to negotiate financial products
• A customer-focused mindset with high trustworthiness, professionalism, and communication skills
• A desire to grow, perform, and be known as a top producer

Required Credentials

• Bachelor’s degree; advanced education or certifications preferred
• Valid driver’s license
• Current Series 7
• Series 66 (or 63 + 65)
• State of Kansas life insurance license

What’s In It for You

✔ The freedom to grow your own book of business
✔ The credibility and support of a respected financial institution
✔ Direct impact on client success and long-term financial health
✔ A role where performance is recognized, rewarded, and celebrated
✔ A collaborative environment that values your expertise

Ready to build a career—not just a job?

If you're passionate about guiding clients, growing assets, and elevating your professional success, we want to hear from you.

Apply today and take the next step toward becoming a key financial partner to our community.

CapFed® is an equal opportunity employer.