Wealth Advisor - Overland Park, KS at OneDigital

You're a financial advisor with at least 2 years of experience in wealth management and 2-5 years in sales, holding or able to obtain a relevant securities license. A Bachelor's degree in Business, Economics, Finance, or a related field is preferred, alongside a strong understanding of financial planning and investment strategies. **What makes it worth a look...** OneDigital is hiring for a full-time, on-site Wealth Advisor in Overland Park, KS. While specific compensation isn't detailed, the role offers variable compensation and bonuses based on performance, along with a comprehensive benefits package and reimbursement for job-related expenses. **You might be a good fit if you...** * Have a proven track record of exceeding sales goals and managing a sales pipeline in a CRM system, preferably Salesforce. * Possess proficiency with the Microsoft Office Suite (Word, Excel, PowerPoint). * Are experienced with financial planning software, with MoneyGuidePro being a plus. * Can maintain confidentiality of sensitive client information and travel up to 25%.