Careers

ASSOCIATE WEALTH ADVISOR

Why Pegasus?

Pegasus is a Wealth Management firm based in Overland Park, KS. Our advisors counsel clients nationwide on all aspects of financial and business planning. Each day, we develop strategies to help our clients build wealth, plan for retirement, and achieve the future they imagine. We look for team members who value long-term client relationships, act with integrity, and understand that every client is unique. This philosophy extends to our employees, too.

Job Summary

We are searching for an Associate Wealth Advisor who displays an active interest and commitment to clients and providing excellent service. The Associate Wealth Advisor will aid in the growth of the firm and will readily engage in firm and community activities. This position will allow you the opportunity for tremendous professional growth working alongside a Senior Wealth Advisor assisting in managing the day-to-day operations of the practice and their clientele.

Responsibilities

  • Maintain & deepen existing client relationships, under the management of a Senior Wealth Advisor

  • Schedule, prepare for, attend and participate in client meetings alongside a Senior Wealth Advisor

  • Conduct Needs Assessment and Delivery Calls with prospective clients

  • Participate in initial meetings with prospective clients with a Senior Wealth Advisor

  • Input meeting notes into CRM system, assign and/or complete meeting follow-up as needed

  • Complete financial planning related research as needed or assigned

  • Complete data entry in financial planning software

  • Analyze client situation and formulate recommendations with the assistance of a Senior Wealth Advisor

  • Present financial plan and various financial planning concepts, as determined by a Senior Wealth Advisor

  • Create necessary client workflows in CRM system including cashiering requests, new account applications, transfer of assets, and various account maintenance items

Requirements

  • Bachelor’s Degree

  • FINRA series 7 or be able to pass the exam within 90 days of employment

  • Proficiency in Microsoft Word, PowerPoint, and Excel

  • Previous experience in financial services industry preferred

Skills and Abilities

  • Strong interpersonal skills, comfortable with face-to-face interaction with clients

  • Strong work ethic, initiative, ability and eagerness to learn

  • Positive attitude with a willingness to collaborate

  • Professional & ethical with a strong attention to detail

  • Ability to multi-task with strong time management skills

The Perks

  • PTO & Holiday Pay

  • 401k & Profit Sharing

  • Competitive Health, Dental, and Vision benefits

  • Company-wide celebrations, flexibility to allow work-life balance

 

Send resumes to Ray Evans at ray.evans@pegasuskc.com or call 913-327-1627.