Lead Financial Advisor (Hybrid)

Position: Lead Financial Advisor (Hybrid)Firm: Miller Retirement GroupLocation: Topeka, KSOverview: Miller Retirement Group, with a location in Topeka, KS is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. Our advisors focus on retirement income planning, tax strategies, wealth management, and legacy planning.As our firm continues to expand, we are excited to add a motivated Lead Financial Advisor to our team! In this hybrid role you will provide expert guidance to clients, helping them achieve their financial goals through tailored investment strategies. You will build meaningful relationships and deliver high-quality service in a collaborative environment.What you’ll do:Develop personalized financial plans tailored to client needsManage client portfolios, ensuring alignment with their long-term wealth management objectivesAdvise clients on cash management, asset allocation, and risk mitigation strategiesEffectively convert qualified prospects into clients through consultative sales and relationship-buildingConduct thorough financial analysis using advanced financial software and research toolsSupport sales efforts by presenting financial products and services that meet client needsStay informed about market trends and conduct research to inform strategic planning decisionsMaintain and update client information using the firm’s CRM system (Redtail)Confidence to speak publicly and lead seminars and workshopsWhat We’re Looking For:High School Diploma1+ years experienceLicense to sell securities preferred, including but not limited to series 65, 63, 66Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceDemonstrates proficiency and confidence working across various platforms and operating systemsSelf-starter who takes initiative and works well independentlyDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksExcellent communication; written and verbalExhibits meticulous attention to detail and a commitment to accuracyDemonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial mattersBonus Points: Sales experience within the financial industryAdditional financial designations like CFP, RICP, RMA, or similar designationsWhat You’ll Get: Pay & Perks: Competitive base salary of $60,000-$75,000 during training, depending on experience. After completion, transition to a full commission structure with earning potential that could exceed $200,000/year.Health, dental and vision insurancePTORetirement plan with 3% matchSchedule: Hybrid Schedule: Monday – Friday, 9am – 5pmOccasional evenings or Saturday’s required for client events and seminarsPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com