About the job
Find the Freedom to Truly Serve Your Clients
Location: St. Joseph, MO (In-office position)
Compensation: $80,000-100,000, Company Bonus, and phantom equity with a path to equity. Unique circumstances apply.
You didn’t become a financial advisor to sell.
You became one to help people live better lives — to guide, educate, and empower them to make confident decisions about their future.
But somewhere along the way, the industry made that harder. Broker-dealer rules. Quotas. Production goals. Layers of approval that make serving clients feel like swimming upstream. We empower our advisors through support and technology to do comprehensive financial planning. That includes tax planning, estate planning, and investments.
If you’re ready to break free from the noise and get back to being atrue planner, this may be the change you’ve been looking for.
What You’ll Love About This Opportunity
- No commissions. No production quotas. No conflicts. Just planning, relationships, and doing right by your clients.
- A salary-based structure that gives you the freedom to serve without pressure.
- A team of planners, not salespeople — collaborative, intentional, and client-first.
- Resources, structure, and coaching that help you grow professionally while maintaining your autonomy.
- A chance to own your craft again — to build deeper relationships, create meaningful impact, and enjoy the work you do every day.
What You’ll Do
- Serve as a trusted guide for clients, helping them define and achieve their life goals through holistic financial planning.
- Collaborate with a supportive team that shares ideas and celebrates wins together.
- Leverage leading financial planning tools and technology to deliver clarity and confidence.
- Continue to learn, grow, and expand your expertise through ongoing coaching and education.
- Play an active role in shaping your own position and the future direction of the firm.
What You Bring
- Several years of experience in financial planning or advising (you’ve been in the industry long enough to know what you don’t want).
- A deep commitment to your clients’ well-being and long-term success.
- A desire to work with integrity, empathy, and purpose.
- Interest in earning advanced designations (CFP®, ChFC®, etc.) to deepen your expertise.
Why This Role Matters
This isn’t about production.
It’s about people — both your clients and you.
You’ll have the freedom to practice financial planning the way it was meant to be practiced: with honesty, transparency, and purpose.
You’ll have structure, support, and a team that’s aligned with your values — not competing for your book.
You’ll rediscover the satisfaction that brought you into this profession in the first place.
If you’re an experienced advisor who’s ready to do the best work of your career — without sacrificing your integrity or your balance, let’s talk.
COMPENSATION:
We offer a base salary of $75,000-$100,000, plus a bonus potential of 12%, 401(k) plus matching, health benefits, potential for career growth, and a great working environment. We feel that time away from the office is important, so our vacation policy encourages associates to take a full week every year.
St. Joseph, MO, is far enough from KC that it is not suburbia, but close enough that you canalmostsmell the BBQ smoke. St. Joseph has local restaurants and shops as well as major chains. Since 2010, St. Joseph has been home to training camp for the Super Bowl Champion LIV Kansas City Chiefs.
For more information about our company, please visit our website http://www.gertsema.net
If you would like to have a discreet conversation without applying through LinkedIn, don't hesitate to email me at nick@gertsema.net
We empower you to make life's decisions on your terms!
