Financial Advisor

Caliber Wealth Management is seeking a Financial Advisor in Overland Park, Kansas, on a hybrid schedule, for professionals with a bachelor’s degree and at least one year in financial planning.

Responsibilities

• Build client relationships through consistent follow-through and trusted guidance
• Actively contribute to the team culture and collaborative environment
• Operate proactively and maintain professional standards in all interactions
• Embrace coaching, follow established systems, and uphold accountability
• Develop strong centers of influence and referral networks
• Deliver a high-quality client experience aligned with the Caliber service model
• Participate in leadership development activities
• Engage in production coaching to grow the practice
• Utilize marketing support to attract and serve clients
• Rely on operational and client service support to scale activities
• Collaborate with peers and mentor fellow advisors
• Attend bi-weekly one-on-one meetings
• Participate in advisor team meetings
• Attend quarterly company meetings
• Receive ongoing production and leadership coaching

Requirements

• Bachelor’s degree
• Financial planning experience: 1 year (Required)

Benefits

• 401(k) with company matching
• Health, dental, and vision insurance
• Life insurance
• Flexible spending account
• Paid time off
• Parental leave
• Employee discount
• Professional development assistance
• Retirement plan

What Makes Caliber Different

• Strong leadership development and mentorship
• Established planning, investment, and technology infrastructure
• Collaborative team environment
• Clear growth expectations and a defined career path
• Long-term ownership opportunities for high performers
• Boutique client experience supported by substantial firm resources

Long-Term Opportunity

• Caliber is committed to developing long-term advisors and future leaders
• High-performing advisors may qualify for profits interest opportunities based on sustained production, client retention, cultural alignment, teamwork, and overall contribution

About Caliber

Caliber is a boutique wealth management firm built around long-term relationships, proactive financial planning, and an exceptional client experience. We aim for clients to feel known, guided, and deeply cared for, not processed. The firm grows with intention, seeking advisors who build meaningful client relationships, advance professionally, and join a collaborative, long-term team.

Compensation

• Typical compensation range: $55,000 – $200,000+ depending on experience, growth, and client relationships developed over time
• New advisors receive a guaranteed base salary during the early growth phase
• Advisors transition over time into a production-based compensation structure rewarding long-term growth and client impact
• Annual compensation reviews consider trailing 12-month production and overall contribution