Financial Advisor

About Caliber

Caliber is a boutique wealth management firm built around long-term relationships, proactive financial planning, and an exceptional client experience. We believe clients should feel known, guided, and deeply cared for — not processed.

We are growing intentionally and looking for advisors who want to build meaningful client relationships, grow professionally, and become part of a collaborative long-term team.

This role is designed primarily for:

emerging advisors building their career
advisors with an early-stage book of business
relationship-oriented professionals who want mentorship, infrastructure, and long-term opportunity

What Makes Caliber Different

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

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 designed to reward long-term growth and client impact
Compensation is reviewed annually based on trailing 12-month production and overall contribution

Benefits

Competitive PTO and holiday schedule
Health insurance support
401(k) match
Marketing allowance
Hybrid work flexibility
Company-paid technology, licensing, continuing education, and operational support

What Success Looks Like

Grow through consistency, trust, and follow-through
Participate actively in the team culture
Operate proactively and professionally
Embrace coaching, systems, and accountability
Develop strong centers of influence and referral networks
Deliver a high level of client experience aligned with the Caliber service model

Advisor Development & Support

Advisors receive ongoing:

leadership development
production coaching
marketing support
operational and client service support
team collaboration and mentorship

Regular rhythms include:

bi-weekly 1:1 meetings
advisor team meetings
quarterly company meetings
ongoing production and leadership coaching

Long-Term Opportunity

Caliber is committed to developing long-term advisors and future leaders.

High-performing advisors may become eligible for participation in the long-term growth of the firm through profits interest opportunities based on sustained production, strong client retention, cultural alignment, teamwork, and overall contribution to the organization.

Job Type: Full-time

Pay: $55,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Are you currently registered with an RIA or state regulator as an Investment Adviser Representative (IAR)?

Which registrations do you currently hold? (ie: Series 65, Series 66, Series 7)

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Required)

Work Location: Hybrid remote in Overland Park, KS 66211

Caliber Wealth Management

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Financial Advisor