Wealth Advisor-Kansas City

RK Partners

Wealth Management Advisor (potential partnership)

Mission Woods, KS

An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity.

If you're currently at a larger firm where you feel like a number-or lack a clear path to meaningful growth-this role offers a more entrepreneurial environment with the infrastructure to support your success.

What You'll Do

Build and grow relationships with high-income professionals and business owners
Drive new business through consistent outreach, networking, and referrals
Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
Lead conversations around investment strategies, retirement planning, and entity-level planning
Partner with team members to deliver a high-quality, relationship-driven client experience
Stay disciplined and organized in managing pipeline, follow-ups, and client systems

What Makes This Opportunity Different

Team-Based, Not Siloed : You'll collaborate with experienced advisors and have access to mentorship and shared ideas-without sacrificing your independence
Operational Leverage That Accelerates Growth : Once you earn the client's "yes," our established operations team steps in immediately-handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business

What Success Looks Like

Consistent activity leading to steady AUM growth
Strong ability to build trust and convert opportunities into long-term relationships
High level of accountability, organization, and follow-through
Active participation in a team environment while building your individual practice

What We're Looking For

5-7+ years of experience in wealth management or financial advising
Proven track record of business development and client acquisition

Ability to speak to annual AUM growth and new assets brought in

Strong investment knowledge (more critical than insurance experience)
Experience working with affluent clients, business owners, or professionals
Highly motivated, activity-driven, and organized
Desire to grow within a team environment that still rewards individual ownership

Licensing

SIE, Series 7, and Series 63 (required or ability to obtain)

Ideal Candidate Profile

Wants to be part of a team culture , but still build something of their own
Values relationships, trust, and long-term client success
Coachable, driven, and excited about growth

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor-Kansas City in Chicago, IL vacancy

Citi Private Bank - UHNW Private Banker - Director / MD
$200k
...information, please review .**Private Bankers at Citi develop and deepen client relationships... ...that knowledge to develop tailored wealth management strategies. Private Bankers are... ...as the client’s advocate and trusted advisor (primary contact) for strategic advice on...
Suggested
Full time
Citibank (Switzerland) AG
Chicago, IL
1 day ago
Citi Commercial Bank - Mid-Corp Relationship Manager, Food, Beverage, & Agribusiness - Senior V[...]
$169.6k - $254.4k
...Introduces solutions to clients in building and strengthening an effective portfolio Develop relationships with key partners across the Citi platform to structure innovative and customized solutions that meet clients’ individual needs Works with product specialists and...
Suggested
Full time
Citigroup Inc.
Chicago, IL
1 day ago
Financial Wellness Specialist I (Windy City District)
$58k - $78k
...uncovering opportunities. Function as client's personal trusted advisor by adding value and building deep client relationships by... ...communication skills. This role will service an entire Windy City district which can cover as far north as Lincoln Park in Chicago...
Suggested
Work experience placement
Internship
Work at office
Local area
First Financial Bancorp
Chicago Ridge, IL
3 days ago
Personal Banker Senior
$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...Range $120,000.00 - $120,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary...
Suggested
Full time
PowerToFly
Chicago, IL
1 day ago
Financial Wellness Specialist I (Windy City District)
$58k - $78k
...uncovering opportunities. Act as the client’s personal trusted advisor by adding value and building deep relationships using the First... ...banking products and services. Location & Travel Serves the Windy City district covering the area from Lincoln Park to Chicago Ridge to...
Suggested
Work experience placement
Internship
Work at office
Local area
First Financial Bank
Chicago, IL
1 day ago
Senior Associate, Transaction Strategy (Finance)
...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...& How We Work . Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits...
Full time
H1b
Local area
KPMG
Chicago, IL
a month ago
Risk Consulting - Cloud Risk - Manager - Multiple Cities
$110.5k - $202.7k
...business. The salary range for this job in most geographic locations in the US is $110,500 to $202,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $132,700 to $230,400. Individual salaries within those ranges...
Contract work
Summer holiday
Work at office
Immediate start
Flexible hours
EY
Chicago, IL
3 days ago
Network Security Analyst III
...Looking to hire for similar positions in Chicago IL or in other cities? Our IT recruiting agencies and staffing companies can help.... ...Detroit, Fort Lauderdale, Houston, Indianapolis, Jacksonville, Kansas City, Los Angeles, Miami, Minneapolis, Nashville, New Jersey, New...
Work experience placement
Casual work
Local area
Afternoon shift
2 days per week
Next Step Systems LTD
Chicago, IL
4 days ago
Wealth Financial Advisor
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...
Temporary work
Local area
Flexible hours
CAPTRUST
Chicago, IL
13 hours ago
Citi Private Bank - UHNW Investment Counselor - Director / MD
$200k
...that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to... ...depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service...
Full time
Local area
Citigroup Inc.
Chicago, IL
4 days ago
Wealth Advisor: Strategic Financial Planner in Chicago
Midland States Bank in Chicago is seeking a Wealth Advisor to provide investment recommendations and advice to both perspective and current clients. The ideal candidate will assist clients in identifying their distinct financial needs, recommend plans to meet goals, and...
Midland States Bank
Chicago, IL
3 days ago
Regional Wealth Consultant - Drive Financial Advisor Growth
...seeking a Regional Consultant to enhance client engagement within Asset & Wealth Management. You will leverage your sales experience to drive the positioning of investment products to financial advisors across the United States. This commission-based role requires at least...
The Goldman Sachs Group
Chicago, IL
2 days ago
Wealth Advisor
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you are...
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Chicago, IL
11 days ago
Wealth Advisor
$103.7k - $138.2k
...Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_IL At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than that. With...
Full time
Contract work
Temporary work
Work at office
Flexible hours
Midland States Bank
Bellwood, IL
3 days ago
Project Finance Junior Associate
$235k - $260k
...become licensed to practice law in one of these jurisdictions. In accordance with the New York State Pay Transparency Law, New York City Human Rights Law, the Colorado Equal Pay Act, and the California Pay Transparency Law, the pay range for this position in New York State...
MAP SSG Inc
Chicago, IL
1 day ago
Wealth Advisor - Polish & Slavic Federal Credit Union
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Polish & Slavic Federal Credit Union invites you to join our employee advisor model as...
Work at office
Local area
LPL Financial
Chicago, IL
3 days ago
Private Wealth Advisor UHNW Growth & Bespoke Planning
...A leading global investment firm is seeking a Vice President, Private Wealth Advisor in Chicago to develop customized wealth management strategies and build relationships with ultra-high net worth clients. Candidates should have extensive experience in wealth management...
Goldman Sachs
Chicago, IL
3 days ago
Wealth Advisor
$100k - $300k
...Wealth Advisor RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations....
Local area
RWA Wealth Partners
Chicago, IL
1 day ago
PWM Private Wealth Advisor
$159.97k - $188.2k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...
Temporary work
Work experience placement
Local area
U.S. Bank
Chicago, IL
5 days ago
Wealth Advisor II
$74k - $100k
...Wealth Advisor We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will...
Internship
Local area
First Financial Bancorp
Chicago, IL
2 days ago
Wealth Advisor - Polish & Slavic Federal Credit Union
...their clients' needs. This exciting opportunity at Polish & Slavic Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...
Work at office
Local area
LPL Financial Holdings, Inc.
Chicago, IL
1 day ago
Associate, Investment Banking, Leveraged Finance
...FINRA registration and licensing appropriate to your functions and responsibilities Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States...
Work experience placement
Scotiabank
Chicago, IL
4 days ago
PWM Private Wealth Advisor
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...
Temporary work
Work experience placement
U.S. Bancorp
Chicago, IL
1 day ago
Elite HNWI Wealth Advisor - Private Client, Chicago
...A prestigious national wealth management firm in Chicago is seeking a high-caliber Wealth Advisor to serve high-net-worth clients. This role offers an exceptional opportunity for an advisor focused on business development. Candidates should have 5–10 years of relevant...
Talent Focus Executive Search and Consulting
Chicago, IL
3 days ago
Private Bank Wealth Advisor IV
$102k - $208k
...Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships...
Work at office
Remote work
Work from home
Flexible hours
Huntington Bancshares, Inc.
Chicago, IL
4 days ago
Private Wealth Advisor
...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...
Work at office
Local area
Night shift
Blue Trust
Chicago, IL
4 days ago
1834 Wealth Advisor III
$77.9k - $199k
1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-KY-Louisville | US-TN-Nashville | US-MN-St Louis Park Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026...
Full time
Old National Bank
Chicago, IL
10 days ago
Senior Private Wealth Advisor | High-Net-Worth Clients | Hybrid
$102k - $208k
...A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...
Work at office
Flexible hours
Huntington Bancshares, Inc.
Chicago, IL
3 days ago
Associate - Finance - Structured Finance
$500 per month
...receivables. Our team consistently ranks among the world's elite legal advisors across jurisdictions. We provide seamless cross-border counsel... ...with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO...
Contract work
Local area
Latham & Watkins
Chicago, IL
1 day ago
Private Wealth Advisor | UHNW Relationships & Strategy
...A leading global investment management firm is seeking a Vice President, Private Wealth Advisor in Chicago. In this role, you will leverage your expertise to build client relationships and provide customized wealth management strategies. The ideal candidate will have...
Goldman Sachs Group, Inc.
Chicago, IL
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor-Kansas City. Be the first to apply!