Wealth Advisor - Overland Park, KS at OneDigital

This role is designed for a financial advisor with at least two years of experience who can bridge the gap between retirement plan participants and individual wealth management. You should be a licensed Investment Adviser Representative (IAR) comfortable with both technical financial planning in MoneyGuidePro and active business development. **What makes it worth a look...** The position leverages a "Workplace to Wealth" strategy, meaning you get a warm lead pipeline from existing corporate retirement plan clients rather than relying solely on cold prospecting. You also get a full benefits package including health and wellbeing programs, 401k matching, and reimbursement for job-related expenses. **You might be a good fit if you...** * Have a track record of meeting sales targets in the financial services industry. * Are currently licensed (or ready to be licensed) as an IAR to provide investment advice. * Feel comfortable presenting complex estate planning and asset allocation strategies to high-net-worth clients. * Use Salesforce and MoneyGuidePro to maintain your pipeline and build financial plans.