Senior Financial Planner

Nova R Wealth is seeking a Senior Financial Planner in Overland Park, Kansas, to serve as the lead advisor for high-net-worth families. This onsite role blends comprehensive, tax-conscious financial planning with direct client relationship management, making you the primary contact for affluent client households. The position offers a salary range of USD 85,000 to 160,000 per year and requires a CFP designation with roughly five to ten-plus years of experience.

Responsibilities

• Oversee end-to-end financial planning engagements for affluent client households
• Develop and run advanced retirement and cash-flow models
• Implement tax-aware planning strategies
• Coordinate estate and legacy planning alongside CPAs and attorneys
• Advise on risk management and balance-sheet strategy
• Act as the primary relationship manager for client households

Requirements

• CFP certification with approximately 5-10+ years of experience
• Proven track record serving affluent or high-net-worth clients
• Comfort leading client relationships independently
• Strong communicator who can simplify complex planning topics
• Values collaboration and a team-oriented environment

Benefits

• 401(k)
• Health insurance
• Professional development assistance

About the Firm

Nova R Wealth is a boutique, multi-generational wealth-management firm based in Overland Park, focused on serving high-net-worth families with depth, discretion, and long-term stewardship. We are a culture-first organization where preparation matters, relationships compound over decades, and advisors operate as true fiduciaries.

Why Join Us

• Develop meaningful client relationships from day one
• Engage in real financial planning rather than product sales
• Join a firm growing with intention rather than pursuing rapid expansion
• Opportunities to shape long-term career path, including leadership or equity participation

What You'll Have to Succeed

• Existing client base to serve, with no need to build from scratch
• Collaborative team environment with shared planning responsibilities
• Support from administrative and planning staff
• Access to modern financial planning and portfolio-management tools
• Leadership committed to sustainable, long-term growth