Lead Financial Advisor

Barber Financial Group is looking for a Lead Financial Advisor to join one of our Advisory Teams. This role will create financial plans and make investment recommendations for existing clients and prospects.

Primary Duties:

  • Grow your client base through leads generated by our marketing team as well as referrals
  • Conduct client reviews
  • Attend and assist in the close of prospective client meetings
  • Create comprehensive financial plans, incorporating tax, risk, and estate planning
  • Using the financial plan, make investment recommendations based on models provided by the firm.
  • Manage and coordinate the associate advisor on the team
  • Grow your book os business through the generation of referrals
  • Maintain accurate data in CRM (Salesforce)
  • Undergraduate Degree
  • Series 65 (or equivalent)
  • Five years advisory experience
  • CFP® Designation
  • Ability to work autonomously
  • Ability to work efficiently with all levels of staff and management
  • Positive attitude

Our ideal candidate meets the following qualifications:

    • Undergraduate Degree
    • Series 65 (or equivalent)
    • Five years advisory experience
    • CFP® Designation
    • Ability to work autonomously
    • Ability to work efficiently with all levels of staff and management
    • Positive attitude

To apply please email your resume to Courtney Roberts at: courtneyr@barberfinancialgroup.com

Associate Financial Advisor

Barber Financial Group is looking for Associate Financial Advisor to join one of our Advisory Teams. This role will be responsible for participating in meeting with prospective clients, managing the team’s sales pipeline, and meeting with some existing clients.

Primary Duties:

  • Participate in client and prospective meetings
  • Work with a lead advisor to create comprehensive financial plans, incorporating tax, risk, and estate planning.
  • Make outbound calls to leads and prospective clients.
  • Grow the team’s books of business through the generation referrals and prospect meetings
  • Maintain accurate data in CRM (Salesforce)

Our ideal candidate meets the following qualifications:

    • Undergraduate Degree
    • Series 65 (or equivalent)
    • Three years advisory experience
    • Ability to work autonomously
    • Ability to work efficiently with all levels of staff and management
    • Positive attitude

To apply please email your resume to Courtney Roberts at: courtneyr@barberfinancialgroup.com

Financial Advisor

Barber Financial Group (BFG) is looking for an experienced financial advisor to join our team in Lenexa, KS. Barber Financial Group provides comprehensive wealth management services for a select group of individuals in the Kansas City metropolitan area. Barber Financial Group currently manages in over 1 billion in client assets and works primarily with retirees and pre-retirees. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

BFG Advisors enjoy the benefits of a full-time Marketing team that produces the “America’s Wealth Management Show” and executes other lead-generating marketing strategies. Additionally, BFG Advisors have access to a fully-staffed service team that includes a client-facing service advisor embedded in each team. And finally, BFG advisors, and their clients, have access to in-house CPAs, estate planning attorneys and insurance professionals that deliver a client experience where all aspects of retirement planning can be fully executed under one roof. Collectively, this unique structure allows our financial advisors to focus their time and energy on what they love and enjoy . . . focusing their time and energy on clients and prospects!

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The ideal candidate has a growing book of business and the desire to deliver a client experience that includes access to an in-house tax planning staff, estate planning attorneys, and insurance professionals.

Job Duties:

  • Participates and conducts client and prospect meetings.
  • Prepares the Financial Planning recommendations
  • Collaborates with other advisors on team
  • Collaborates with estate planning attorneys, tax professionals, and insurance professionals on staff at BFG
  • Monitors and implements all elements of client financial plans.
  • Maintains accurate client data in CRM software
  • Follow up with leads and prospects in the pipeline
  • Follows established BFG policies and procedures
  • All other duties as assigned

Qualifications:

  • CFP, CFA, CPA or other similar accredited certifications
  • Relevant Bachelor’s Degree (Finance, Accounting or Business Administration)
  • Ability to maintain and grow book of business
  • 3 years financial services industry experience
  • Has current Series 65 (or equivalent)
  • Microsoft Office proficiency
  • Has existing book of clients that includes minimum of $20 million in client assets.

Benefits:                     

  • Competitive pay
  • Full benefits package that includes medical, vision, dental, life, and company matched 401k
  • Paid vacation, market holidays, and community volunteer days
  • Flexible work hours

To apply please email your resume to Courtney Roberts at: courtneyr@barberfinancialgroup.com