Financial Advisor

Rally Wealth & Benefits • Overland Park, KS

54d • Onsite

About The Position

Rally Wealth & Benefits is seeking an experienced Financial Advisor with an established client base who is looking for more than independence alone can provide. This opportunity is designed for established advisors who want to spend more time advising clients, strengthening relationships, and growing their practice while leveraging the infrastructure of a collaborative financial services organization. The role is based in the Greater Kansas City area. Rally's model helps advisors elevate what they're already doing best while surrounding them with support, solutions, and opportunities that can create long-term value for both their clients and their business. The team is built around three core initiatives: High-Touch, Relationship-Driven Advice; Comprehensive Solutions Beyond Investments; and An Ecosystem Designed for Organic Growth. The team is affiliated with Summit Financial, a specialized region within Cetera Wealth Partners, providing access to growth, practice management, advanced planning, retirement plan resources, and collaboration with other financial professionals. The workplace retirement plan business provides a significant differentiator, creating organically growing networks of business owners, executives, employees, and plan participants who may need individual financial advice. This creates opportunities to expand relationships and grow their practice without relying solely on cold prospecting or external marketing efforts. Being part of a collaborative team can also create opportunities for continuity, succession planning, and long-term practice value.

Requirements

• An established book of business is required.
• High Character – Does the right thing, even when no one is watching.
• Coachable – Successful and experienced, but always willing to learn and improve.
• Solution Oriented – Brings ideas and solutions rather than simply identifying problems.
• Team Player – Believes collaboration makes everyone—and every client—better.
• Accountable – Owns commitments, decisions, results, and mistakes.
• Loyal – Values trust, long-term relationships, and building something meaningful together.
• Humbly Confident – Confident enough to lead and humble enough to listen, collaborate, and say, “I don't know, but I'll find out.”
• An established client base and advisory practice
• Experience providing financial advice and developing long-term client relationships
• Appropriate securities and advisory registrations, or the ability to obtain/maintain required registrations
• A client-first, planning-oriented approach
• A desire to expand the breadth and depth of services available to clients
• A collaborative mindset and desire to be part of a team
• Strong alignment with our values and culture

Responsibilities

• Focus on advising clients, strengthening relationships, and growing their practice.
• Leverage the infrastructure of a collaborative financial services organization.
• Address the client's entire financial picture, not just their investment portfolio.
• Connect and coordinate solutions involving financial planning, investment management, CPA and tax planning, estate planning attorneys, property & casualty insurance, health insurance and employee benefits, life insurance, payroll solutions, business and succession planning, and workplace retirement plans.
• Operate and grow their practice more efficiently by leveraging team resources and operational support.
• Serve clients, strengthen relationships, and pursue growth opportunities.
• Collaborate with other financial professionals.
• Work with businesses to establish and service qualified workplace retirement plans.
• Expand relationships and grow their practice.
• Create opportunities for continuity, succession planning, and long-term practice value.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Voluntary benefits
• 401(k) retirement plan
• Financial transition assistance may be available for qualified advisors transitioning an established practice.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed