Wealth Advisor- 6 Meridian

Hightower • Wichita, KS

3d

About The Position

6 Meridian, a Wichita-based registered investment firm founded in 2016, is hiring a Wealth Advisor to address a capacity gap serving client relationships in the $1 million to $5 million range. The role provides dedicated advisory support to clients while positioning relationships for long-term continuity and transition. 6 Meridian partnered with Hightower in 2021 and serves more than 800 households, managing approximately $5 billion in assets under custody as of December 2025.

The Wealth Advisor serves as a lead or co-lead advisor, delivering integrated investment management and financial planning recommendations. The role develops and maintains financial plans using eMoney, supports portfolio oversight and investment strategy implementation, and partners with senior advisors on complex decisions. The advisor also coordinates meeting preparation and follow-up, responds to client requests, maintains account and CRM documentation, collaborates with paraplanning and operations teams, and contributes to client retention and relationship growth.

Candidates must be authorized to work in the United States without current or future sponsorship.

Requirements

• Bachelor’s degree in business, finance, financial planning, or a related field.
• 3–5 years of meaningful client-facing experience in wealth management, advisory, or paraplanning roles.
• Active Series 7 and Series 66 licenses or equivalent.
• Strong financial planning expertise and ability to translate complexity into clear client guidance.
• Service-oriented mindset and commitment to delivering a high-quality client experience.
• Ability to collaborate effectively within a team environment.
• Excellent communication, presentation, and organizational skills.
• High level of professionalism, integrity, and client-first orientation.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization, with no need for current or future sponsorship.

Nice To Haves

• CFP designation or active progress toward completion.

Responsibilities

• Serve as lead or co-lead advisor for client relationships in the $1 million to $5 million segment.
• Deliver integrated investment and financial planning recommendations.
• Build strong client relationships through proactive communication and high-touch service.
• Develop and maintain financial plans using eMoney.
• Support portfolio oversight, asset allocation, and implementation of investment strategies.
• Partner with senior advisors on complex planning and investment decisions.
• Coordinate client meeting preparation, including agendas, materials, and follow-ups.
• Ensure timely execution of client requests and account maintenance, and document activity in the CRM.
• Collaborate with paraplanning and operations teams to provide a seamless client experience.
• Identify opportunities to deepen client relationships.
• Contribute to team-based client retention and growth efforts.

Benefits

• Medical, dental, and vision insurance effective day one.
• Paid parental leave: 16 weeks for the primary caregiver and 8 weeks for the secondary caregiver.
• 401(k) with employer match.
• Employer HSA contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level