Financial Advisor

Youve already built something valuable. Were here to help you grow it.

Rally Wealth & Benefits is seeking an experienced Financial Advisor with an established client base who is looking for more than independence alone can provide.

If youve spent years building trusted client relationships and a successful practice were not asking you to start over. Were offering an opportunity to maintain the entrepreneurial economics and ownership of the relationships youve worked hard to build while gaining access to a broader team deeper resources operational support and expanded growth opportunities.

This opportunity is designed for established advisors who want to spend more time advising clients strengthening relationships and growing their practice while leveraging the infrastructure of a collaborative financial services organization. This role is based in the Greater Kansas City area.

Why Rally

We believe successful advisors shouldnt have to choose between maintaining the practice theyve built and having access to the resources of a larger organization.

At Rally our model is designed to help advisors elevate what theyre already doing best while surrounding them with support solutions and opportunities that can create long-term value for both their clients and their business.

Our team is built around three core initiatives:

1. High-Touch Relationship-Driven Advice

Our clients arent account numbers. We build lifelong relationships with the families and businesses we serve and our service model is designed to support those relationships at every stage of life.

We want advisors focused on what matters most: understanding clients helping them make important decisions and serving as a trusted resource through every chapter of their financial journey.

2. Comprehensive Solutions Beyond Investments

Our infrastructure is intentionally designed to help advisors address the clients entire financial picture not just their investment portfolio.

Through our team and strategic relationships advisors can help connect and coordinate solutions involving:

• Financial planning and investment management
• CPA and tax planning
• Estate planning attorneys
• Property & casualty insurance
• Health insurance and employee benefits
• Life insurance
• Payroll solutions
• Business and succession planning
• Workplace retirement plans

The result is an opportunity to become a more valuable financial partner to your clients while having specialists and resources available whenever needed.

Just as importantly advisors gain access to infrastructure and support designed to help them operate and grow their practice more efficiently. Rather than managing every aspect of the business alone advisors can leverage team resources and operational support allowing them to spend more time serving clients strengthening relationships and pursuing growth opportunities.

3. An Ecosystem Designed for Organic Growth

Our team is affiliated with Summit Financial a specialized region within Cetera Wealth Partners providing access to growth practice management advanced planning retirement plan resources and collaboration with other financial professionals.

Our workplace retirement plan business provides another significant differentiator. Through partnerships with other Summit advisors our team works with businesses to establish and service qualified workplace retirement plans. Those relationships create an organically growing network of business owners executives employees and plan participants who may need individual financial advice. For advisors this creates opportunities to expand relationships and grow their practice without relying solely on cold prospecting or external marketing efforts.

As advisors think about the future of the businesses theyve built being part of a collaborative team can also create opportunities for continuity succession planning and long-term practice value. Our goal is to help advisors build enduring client relationships while creating options for the next chapter of their practice.

What Were Looking For

An established book of business is required.

Beyond production were highly selective about the people we invite to join our team. Were looking for advisors who demonstrate our core values:

• High Character Does the right thing even when no one is watching.
• Coachable Successful and experienced but always willing to learn and improve.
• Solution Oriented Brings ideas and solutions rather than simply identifying problems.
• Team Player Believes collaboration makes everyoneand every clientbetter.
• Accountable Owns commitments decisions results and mistakes.
• Loyal Values trust long-term relationships and building something meaningful together.
• Humbly Confident Confident enough to lead and humble enough to listen collaborate and say I dont know but Ill find out.

What You Bring

• An established client base and advisory practice
• Experience providing financial advice and developing long-term client relationships
• Appropriate securities and advisory registrations or the ability to obtain/maintain required registrations
• A client-first planning-oriented approach
• A desire to expand the breadth and depth of services available to clients
• A collaborative mindset and desire to be part of a team
• Strong alignment with our values and culture

Compensation & Benefits

Advisor compensation is generated through applicable commissions and fee-based advisory business through our broker-dealer Cetera subject to individual agreements payout structure licensing registration and broker-dealer requirements.

This opportunity is designed for established advisors who want to continue benefiting from the economics of the business theyve built while gaining access to additional resources support and growth opportunities. While there is no base salary component qualified advisors transitioning an established practice may be eligible for financial transition assistance with specific economics customized based on the advisors practice business mix and transition considerations.

Eligible advisors also have the ability to access:

• Health insurance
• Dental insurance
• Vision insurance
• Voluntary benefits
• 401(k) retirement plan

Build on What Youve Already Created

Youve already done the hard part: youve built a practice and earned your clients trust.

Were not asking you to give that up.

Were offering an opportunity to build on what youve already created by surrounding your practice with deeper resources broader solutions operational support collaborative expertise organic growth opportunities and a team that believes client relationships should always come first.

If youre an established Financial Advisor who believes your clients could benefit from more and youre looking for the right team to help write the next chapter of your practice wed welcome the opportunity to have a conversation.

OMNI is honored to be retained in this search. We appreciate your referrals to professionals who may have an interest in this outstanding opportunity. Formal interest accepted through the OMNI Executive Career Portal. Please direct all inquiries to:

OMNI Human Resource Solutions

Michelle Anderson Vice President Executive Search

OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment.