Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Lead Financial Advisor

$90k - $110k

Claire Myers Consulting

4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships. Key Responsibilities: Proactively identify and pursue new business opportunities to grow the firm’s client base Build and maintain relationships with potential clients, understanding their financial goals and needs Provide exceptional service to existing clients, offering personalized financial solutions Present and explain financial products, such as investment and retirement plans, to potential clients Collaborate with internal teams to ensure seamless onboarding and service delivery Handle client inquiries and concerns, ensuring satisfaction and trust Maintain a positive mindset and resilience in the face of rejection while continually seeking new business leads Qualifications: Licensed with the Series 7 and Life & Health Insurance Proven ability to generate new business and build lasting relationships Strong communication and interpersonal skills Ability to thrive in a boutique firm environment and appreciate a personalized approach to client services Comfortable with rejection and able to remain persistent in pursuit of new business Self-motivated with a strong work ethic $90,000 - $110,000 base salary dependent on experience Total compensation: $135,000 - $185,000 (including performance-based incentives) Boutique firm atmosphere with personalized attention and close-knit team culture Health and wellness benefits package Opportunities for professional development and growth within the firm Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Other Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Sign in to set job alerts for “Financial Advisor” roles. Overland Park, KS $70,000.00-$150,000.00 1 month ago Kansas City, MO $130,000.00-$180,000.00 1 month ago Kansas City, MO $125,000.00-$165,000.00 1 month ago Director of Retirement Plan Investment Strategy Kansas City, MO $57,760.00-$124,170.00 2 weeks ago Kansas City, MO $100,000.00-$130,000.00 2 weeks ago Leawood, KS $99,750.00-$214,370.00 2 weeks ago Kansas City Metropolitan Area $15,000.00-$80,000.00 3 days ago Kansas City, MO $120,000.00-$140,000.00 3 weeks ago Associate Financial Operations Analyst (PA-DSR-Q2-4) Kansas City Metropolitan Area $70,000.00-$120,000.00 4 days ago Kansas City, MO $113,000.00-$145,000.00 2 weeks ago Financial Consultant Academy - January and April 2026 Cohorts College Financial Representative, Internship Program Overland Park, KS $70,000.00-$150,000.00 2 weeks ago Nationally Ranked Internship: Financial Representative 2025/2026) Overland Park, KS $90,000.00-$125,000.00 6 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Claire Myers Consulting

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Lead Financial Advisor in Kansas City, KS vacancy
  • $104k - $130k

    Thrivent is seeking a Market Developer in Kansas City, KS. This role focuses on mentoring new financial advisors to enhance sales effectiveness. Key responsibilities include conducting joint fieldwork, providing sales training, and supporting marketing plans. Candidates... 
    Suggested

    Thrivent

    Kansas City, KS
    2 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 
    Suggested

    WealthBridge Financial Group

    Kansas City, KS
    15 days ago
  • A prominent financial institution is seeking a Private Wealth Advisor to serve ultra-affluent clients looking to grow and preserve their wealth. The successful candidate will leverage a team approach to deliver personalized financial solutions and guidance. Responsibilities... 
    Suggested
    Work at office

    FNBO

    Kansas City, MO
    3 days ago
  • $60k - $120k

    Career Headhunter LLC is seeking an Entry-Level Financial Advisor to provide financial planning, retirement, and investment advisory services. This role offers commission-based compensation with a salary range of $60,000 - $120,000 per year. Responsibilities include client... 
    Suggested
    Remote job
    Flexible hours

    Career Headhunter LLC

    Kansas City, KS
    2 days ago
  • A leading entertainment company located in Kansas City is looking for a Sportsbook Supervisor. This role involves supervising the Sportsbook...  ...offers a competitive salary and benefits package that supports financial, physical, and mental well-being. #J-18808-Ljbffr ViziRecruiter... 
    Suggested

    ViziRecruiter,LLC.

    Kansas City, KS
    3 days ago
  •  ...Patient Financial Advisor Days - Full Time Westwood Medical Pavilion - West The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer... 
    Full time

    The University of Kansas Health System

    Mission, KS
    4 days ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Kansas City, KS
    1 day ago
  • Job Description Job Description Required Education and Experience: Must possess high school diploma or GED Must be able to interact effectively with employees at all levels in a team environment Ability to apply common sense understanding and sound judgement...
    Contract work
    Work at office
    Shift work
    Day shift

    Martinrea International Inc.

    Riverside, MO
    6 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We're growing a team of finance experts, and as the team grows, so will your opportunities. In... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Kansas City, KS
    1 day ago
  • Amsted Rail is seeking a Production Supervisor in Kansas City, responsible for scheduling and supervising the melt shop to meet production goals. The ideal candidate will have 3-5 years of supervisory experience in a manufacturing environment, strong leadership skills, ...

    Amsted Rail

    Kansas City, KS
    1 day ago
  • WealthBridge Financial Group is looking for a results-oriented Financial Consultant to engage with clients and provide tailored financial advice. In this role, you'll leverage your financial expertise to deliver comprehensive solutions, including investment opportunities... 

    Wealthbridge-Financial-Group

    Kansas City, KS
    13 hours ago
  • A known financial services company in Kansas City is seeking an experienced professional to connect support and training needs for financial...  ...sales track record and experience in coaching new financial advisors. Responsibilities include collaboration with leadership on... 

    Thrivent Financial

    Kansas City, KS
    2 days ago
  •  ...A transformative financial software company is seeking a Partner Success Manager to engage with accounting firms and drive adoption of their AI tools. This role focuses on guiding firms through implementation, ensuring satisfaction, and documenting feedback to enhance... 

    Fiskl Limited

    Mission, KS
    4 days ago
  • $16 - $16.75 per hour

     ...Program - Grants to assist employees with life challenges and financial assistance •DRG Savings Marketplace- Exclusive access to discounts...  ...support other management levels by running great shifts and leading teams self-sufficiently. Shift Managers must take ownership and... 
    Hourly pay
    Local area
    All shifts
    Shift work

    Taco Bell

    Kansas City, KS
    1 day ago
  •  ...dynamic fintech firm is searching for a Head of Crypto Vertical to drive the growth of its crypto offerings. You will own the P&L, lead the team, and expand the business into new markets. Ideal candidates have over 5 years in fintech with proven P&L management. This role... 
    Remote work

    Itcharm

    Mission, KS
    1 day ago
  • $19 per hour

     ...Job Title Stock Lead Location Kansas City International Airport (MCI) - Kansas City, MO 64153 US (Primary) Job Type Full-time Category Customer Service Education Job Description Join our Field Team and help shape the future of retail-where... 
    Full time
    Worldwide
    Weekend work

    Marshall Retail Group

    Kansas City, KS
    2 days ago
  •  ...supportive community. Learn more about us at We are seeking a spiritually grounded and operationally minded volunteer Prayer Team Lead . In this role, you will serve as the strategic overseer of our prayer platform. You will lead the intercessory teams, drive promotional... 
    Remote work
    Flexible hours
    Shift work

    Walking In Step With God Ministries

    Mission, KS
    4 days ago
  • Brinkmann Constructors is seeking a Senior Superintendent in Kansas City, MO, to monitor on-site safety, coordinate construction activities, and supervise field personnel. The role requires 7-10+ years of experience, ideally managing ground-up projects exceeding $80M across...

    Brinkmann Constructors

    Kansas City, KS
    3 days ago
  •  ...US Farathane is seeking an experienced 1st Shift Shipping & Receiving Team Lead . This position ensures the shipment of parts is completed in an orderly fashion, so the shipments arrive on time and in good condition according to customer demands. US Farathane has... 
    Flexible hours
    Day shift

    U.S. Farathane

    Riverside, MO
    13 hours ago
  •  ...Position Summary The Final Mile Team Lead supports the direction and execution of final mile operations by serving as a key resource for the team. This role helps drive alignment, elevate team performance, and act as a liaison between Final Mile Specialists and leadership... 
    Work at office
    Local area

    eShipping

    Parkville, MO
    2 days ago
  • $178.5k - $240k

     ...to get answers, access high-quality care quickly, and feel supported throughout treatment and beyond. Today, Thyme Care is a market-leading value-based oncology care enabler, partnering with national and regional health plans, providers, and employers to deliver better... 
    Remote work

    Thyme Care, Inc.

    Mission, KS
    4 days ago
  •  ...Position Title MRI Team Lead - Evenings Evenings - Full Time Bell Hospital Position Summary / Career Interest: Shift: Evenings - Mon. - Fri. - 1pm - 9:30pm The MRI Team Lead is responsible for assisting with the daily operations of the MRI Department... 
    Full time
    Shift work
    Afternoon shift

    The University of Kansas Health System

    Kansas City, KS
    4 days ago
  • ARCO National Construction Company is seeking a Lead Superintendent to oversee construction projects by demonstrating strong leadership, developing schedules, and ensuring project specifications are met. The ideal candidate will have 5-25 years of experience and proficiency... 

    ARCO National Construction Company

    Riverside, MO
    3 days ago
  • Van-Meter is seeking a Traveling Construction Coordinator responsible for liaising with customers, ordering and coordinating materials, and promoting safety practices. This role requires significant travel across the USA for assignments lasting months. Ideal candidates ...

    Van-Meter

    Kansas City, KS
    1 day ago
  •  ...A leading text-to-speech company in Kansas is seeking a Senior Android Engineer to enhance their popular Android application. You will own major features, shape the team's future, and ensure high-quality user experiences. Ideal candidates have over 5 years of software... 
    Remote work

    Speechify

    Mission, KS
    4 days ago
  • Sevan Multi-Site Solutions, Inc. is looking for experienced Traveling Superintendents to oversee field operations on commercial construction projects across the United States. Key responsibilities include managing onsite activities, ensuring safety compliance, coordinating...
    For subcontractor

    Sevan Multi-Site Solutions, Inc.

    Kansas City, KS
    1 day ago
  •  ...Our focus is simple: help individuals and families make smarter financial decisions and build long-term freedom, with clarity they can...  ...them through protection and planning options Work with warm leads from social media, digital marketing, and referrals Attend weekly... 
    Remote work
    Flexible hours

    Southern Arkansas University

    Mission, KS
    4 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day...  ...than half a century. We are an industry-leading provider of financial planning tools for...  ...years of experience working as a Financial Advisor.* A proven and successful sales track... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Kansas City, MO
    4 days ago
  •  ...A leading educational institution offers a fully remote opportunity for those looking to start a career in finance. This role involves educating families on financial decisions and requires no prior experience. Candidates will receive comprehensive training, earn performance... 
    Remote work
    Flexible hours

    Southern Arkansas University

    Mission, KS
    4 days ago
  • Job Summary Assists paint department by acquiring emergency parts from the parts crib and transporting them to the requested area. Assists with the day-to-day functionality of the General Stores Crib. Assists UAW crib attendants by answering questions. Full time, in...
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    The Ideal Group Inc

    Kansas City, KS
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Financial Advisor. Be the first to apply!