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. 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) MSRB Series 52 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.