Financial Advisor at Adaptive Commissioning Solutions in Overland Park

Job description

• You’ve already built something valuable. We’re here to help you grow it.
• Rally Wealth & Benefits is seeking an experienced Financial Advisor with an established client base who is looking for more than independence alone can provide.
• If you've spent years building trusted client relationships and a successful practice, we're not asking you to start over. We're offering an opportunity to maintain the entrepreneurial economics and ownership of the relationships you've worked hard to build while gaining access to a broader team, deeper resources, operational support, and expanded growth opportunities.
• 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. This role is based in the Greater Kansas City area.
• You've already done the hard part: you've built a practice and earned your clients' trust.
• We're not asking you to give that up.
• We're offering an opportunity to build on what you've already created by surrounding your practice with deeper resources, broader solutions, operational support, collaborative expertise, organic growth opportunities, and a team that believes client relationships should always come first.
• If you're an established Financial Advisor who believes your clients could benefit from more, and you're looking for the right team to help write the next chapter of your practice, we'd welcome the opportunity to have a conversation.

Responsibilities

• What We’re Looking For
• An established book of business is required.
• Beyond production, we're highly selective about the people we invite to join our team. We're looking for advisors who demonstrate our core values:
• 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.”

Requirements

• What You Bring
• An establish ed 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

Skills

Required

• High Character
• Coachable
• Solution Oriented
• Team Player
• Accountable
• Loyal
• Humbly Confident
• Client-first, planning-oriented approach
• Collaborative mindset

Benefits

• Advisor compensation is generated through applicable commissions and fee-based advisory business through our broker-dealer, Cetera, subject to individual agreements, payout structure, licensing, registration, and broker-dealer requirements.
• This opportunity is designed for established advisors who want to continue benefiting from the economics of the business they've built while gaining access to additional resources, support, and growth opportunities. While there is no base salary component, qualified advisors transitioning an established practice may be eligible for financial transition assistance, with specific economics customized based on the advisor's practice, business mix, and transition considerations.
• Health insurance
• Dental insurance
• Vision insurance
• Voluntary benefits
• 401(k) retirement plan