Senior Financial Planner

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.

Pay:

$85,000.00 - $160,000.00 per year

Benefits:

401(k) Health insurance Professional development assistance

Work Location:

In person