Careers

Financial Advisor – Kansas City, MO

Sterk Financial Services has an immediate, full-time opening for a Financial Advisor in our expanding Kansas City branch. Sterk Financial Services is based in Dakota Dunes, SD and is an established and growing financial services firm. We are accepting applications for a determined, goal-oriented individual to join our team!

What makes this opportunity different and better?

• We have a fine-tuned holistic financial planning program that simplifies the sales process.
• We’ve developed a robust marketing engine which identifies and funnels leads to our advisors.
• Our clients receive custom designed financial plans rooted in a disciplined investment methodology, powered by our team fiduciary approach.
• We value integrity, high quality work, a dedicated work ethic, and team collaboration.
• We offer a culture of growth and a flexible environment, coupled with a competitive compensation package.

This Financial Advisor position is a critical part of our firm, so it's important that the person we choose will be a "fit" with our commitments and shared values. If you or someone you know would like to work with a dynamic team, values a superior quality of work, and is seeking a long-term career with the opportunity for advancement, please read on or share this.

ABOUT OUR COMPANY

Sterk Financial Services was founded in 2004, bringing 17 years of experience to our communities. We serve people who are seeking a brighter financial future. We are sought out because of our award-winning approach for wealth management and custom designed financial planning.

Important things to know about our company are:

• We allow flex time as needed to accommodate your family needs
• We are a relationship-based firm and value long-term connections with our clients
• We have 3 locations in the Midwest and can serve clients virtually nationwide

ABOUT THE JOB - KEY RESPONSIBILITIES

• Identify and cultivate prospects, determining if they are a right fit for the firm
• Present workshops, seminars, and webinars to develop new clients
• Follow a proven process to develop qualified prospects into clients
• Meet with potential clients to assess financial needs
• Design and present innovative and customized financial plans for clients, helping them get on track to meet their financial needs and aspirations
• Structure allocation and provide wealth management services in conjunction with our experienced Investment Committee
• Conduct client account reviews to solidify and build long-term relationships, identify value-added products and services, and develop additional business through referrals

PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS

• Unshakable Integrity – you keep your promises
• High Quality Work – dedicated to and proud of superior work product
• Versatile – can adapt to various situations and competing priorities
• Loves Interaction – seeks out engagement and communication with others
• Goal Achievement – energetically pursues meeting a goals and targets
• Thrives on Personal Accountability – takes ownership of creating results

REQUIREMENTS

• 3+ years of financial services, consulting, advisory, or sales experience is required
• Experience in one or more of the following areas is required: financial planning, investment management, estate planning, tax planning, insurance and/or annuities, and/or retirement planning
• Must have Series 6/63/65 or Series 7/66
• Life/Health insurance license(s) are preferred
• Advanced designations such as CFP, CLU, ChFC®, CFA, CPA a plus
• Ability to pass background check

SCHEDULE

• Typical business hours are 8:00am - 4:30pm but must be flexible depending on client’s needs
• Some after-hours will be required for educational, marketing, and networking events

COMPENSATION

• We offer a competitive compensation plan, including a base salary
• Bonus opportunities based on sales production and adherence to our Core Values
• $70-100k+ expected first year compensation, subject to performance
• Benefits include: health care, 401(k), vacation, early-out summer Fridays

TO APPLY:

To arrange a confidential interview, send your resume and cover letter to jobs@sterkfinancialservices.com.