Posted: 20-Apr-26
Location: Overland Park, Kansas
Type: Full Time
Salary: $85,000-$160,000
Sector:
Senior Financial Planner (CFP® Required)
Overland Park, KS
Nova R Wealth is a growing, independent Registered Investment Advisor (RIA) serving high-net-worth individuals and families. Our firm is built around deep planning, long-term relationships, and a true fiduciary standard—advice comes first, always.
We are looking for an experienced CFP professional to step into a lead advisor role, working with sophisticated clients and delivering comprehensive financial planning at a high level.
The Role
This is a client-facing, lead planner position focused on delivering complex, holistic advice- not product sales.
- Lead comprehensive financial planning engagements for high-net-worth clients
- Conduct advanced retirement and cash flow modeling
- Deliver tax-aware planning strategies
- Coordinate estate and legacy planning alongside CPAs and attorneys
- Advise on risk management and balance sheet strategy
- Serve as a primary relationship manager for client households
Client relationships are provided. This is not a cold prospecting role, though participation in organic growth and client referrals is expected.
Who You Are
- CFP® professional with 5-10+ years of experience
- Proven track record working with affluent or high-net-worth clients
- Comfortable leading client relationships independently
- Strong communicator who can simplify complex planning topics
- Values collaboration and being part of a team-oriented environment
Compensation & Growth
- Base salary $85,000-$160,000 commensurate with experience
- Quarterly bonus tied to client service, retention and firm growth
- Clear long-term growth trajectory and opportunity
What You’ll Have to Succeed
- Established client base to serve (no need to build from scratch)
- Collaborative team environment with shared planning responsibilities
- Support from administrative and planning staff
- Modern financial planning and portfolio management tools
- Leadership committed to long-term, sustainable growth
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
- Step into meaningful client relationships from day one
- Do real financial planning- not product sales
- Be part of a firm growing intentionally, not aggressively
- Opportunity to shape your long-term career path, including leadership or equity participation
If you are a CFP® who takes pride in thoughtful planning, values collaboration over ego, and wants to help shape a firm designed for enduring client impact across generations, we’d welcome a conversation.
