Join Our Team

Thank you for considering a career with us! We’re excited to learn more about you and how you can contribute to our team. To kickstart the application process, we kindly ask you to click on your position of interest below which will include steps for completing our survey. This survey helps us understand your unique strengths, work style, and how you’ll thrive within our professional environment. We also ask you to email your resume to [email protected].

Current Available Positions:

There are no positions currently available.
The Summer 2027 internship application process will reopen January 2027.

Additional Availability For:
Succession & Continuity Planning for Investment Advisors:

Are you looking to build a continuity plan for your business or to build a succession
plan for your practice?

According to industry research, the median age of wealth management firm owners is 49 years and yet only 45% of owners have a working succession plan in place. Failure to adequately plan can lead to disruption in client service, irreparable damage to the business reputation, and vulnerability of your spouse, children and other dependents. A continuity plan protects the interests of the firm in the event of a catastrophe while a succession plan provides for the future of the firm, such as an owner’s retirement. If you don’t have an internal continuity or succession plan, we would be happy to explore how Searcy Financial Services, Inc. could be a resource for an external continuity and/or succession plan for your practice. Please contact us if you are
interested in exploring this opportunity.

Breakaway Brokers:

Are you thinking about leaving your brokerage firm and going independent?

The financial commitment and regulatory requirements could be a roadblock for advisors who want to stay focused on client relationships and business development. Joining Searcy Financial Services, Inc. may be a perfect solution. We have the infrastructure in place and are able to provide compliance, back office support and the technology that is critical to success. Not all advisors will be a good fit for our organization or culture, but we are open to discussions. Please contact us if you are interested in exploring this opportunity.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on March 21, 2025 by Searcy Financial® Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.