Associate Financial Planner

Beyond Wealth; Overland Park (KS); Hybrid; USD 65,000 - 85,000; Full time

Job summary

At Beyond Wealth, an entry-level Associate Financial Planner role is available, ideal for those looking to develop their financial advisory skills. This role involves supporting clients through detailed financial planning, developing strong relationships, and working closely with lead advisors to ensure a comprehensive advising approach. We prioritize mentorship and provide paths for career growth within a collaborative team atmosphere.

Benefits

4.5-day workweek

Hybrid work schedule

Professional development support for CFP

15 PTO days and 11 holidays

Qualifications

• 1-3 years of experience in financial planning or related role required.
• Must be enrolled to work towards CFP designation within 6 months.
• Series 65 license required or must obtain within 6 months.

Responsibilities

• Participate in client meetings and document follow-ups.
• Build trusted relationships with clients through effective communication.
• Gather and analyze client data to support financial planning.

Skills

Organizational skills

Communication

Analytical skills

Attention to detail

Education

CFP designation or progress towards it

Tools

eMoney

Holistiplan

Advyzon

Job description

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Principal—Wealth Advisor at Beyond Wealth

About Beyond Wealth

At Beyond Wealth, we believe financial planning is about more than just numbers—it’s about empowering people to live their best and most unique lives. We’re a boutique, fee-only, comprehensive wealth management firm based in Overland Park, KS, serving high-achieving professionals and business owners across the country. Our clients are driven, curious, and intentional—most begin working with us between the ages of 35 and 55, as their income and financial complexity increase significantly. From initial wealth building to retirement planning and beyond, we remain dedicated to supporting our clients on every step of their financial journey.

We’re passionate about problem-solving and simplifying complexity. Whether it’s optimizing equity compensation, building a work-optional lifestyle, or effectively managing variable income, we guide our clients with clear, actionable advice and proactive strategies.

As a firm, we cultivate a culture of collaboration, growth, and genuine care for one another, our clients, and the work we do. We value curiosity, integrity, and excellence. You will surround yourself with a team that shows up for one another and our clients every day.

Why This Role Is a Great Fit

Are you in the early stages of your financial planning career and eager to grow into a lead advisor role? Do you want mentorship, support, and the opportunity to contribute meaningfully to clients’ lives from day one?

As an Associate Financial Planner at Beyond Wealth, you’ll play an integral role in helping clients gain clarity and confidence around their finances. You will partner closely with our lead advisors and client service associate, working directly with clients to support planning, financial strategy, and relationship management. Over time, you’ll build the skills and trust to take the lead in client relationships, supported by a clear path toward becoming a Lead Wealth Advisor.

This role is ideal for someone who is proactive, values collaboration, and thrives in a detail-oriented, service-focused environment.

What You’ll Do

Client Service & Relationship Management

• Participate in client meetings, document follow-ups, and support strategic discussions.
• Build trusted relationships with clients through consistent, thoughtful communication and follow-through.
• Help translate technical advice into understandable, actionable next steps for clients.
• Provide responsive support for client questions, especially around plan implementation and financial strategy.

Financial Planning & Technical Support

• Gather and analyze client data, build net worth statements, and support plan development.
• Create personalized planning scenarios using eMoney, Holistiplan, and other tools.
• Prepare financial projections, tax strategies, and retirement projections.
• Contribute to research and special projects, especially as clients’ needs evolve.
• Work closely with lead advisors to ensure an excellent client experience across every touchpoint.
• Step into client-facing roles as your skills progress—leading portions of meetings and taking on more complex planning tasks.
• Share ideas and insights to help improve processes and elevate the overall client experience.
• Engage in regular learning and professional development, with support from CFP and CFA mentors.

What We’re Looking For

Required Qualifications

• 1–3 years of experience in financial planning or a related financial services role.
• CFP designation or progress towards CFP designation required (must be enrolled or willing to begin within 6 months of hire).
• Series 65 license required or must be obtained within 6 months of hire.

You’ll Thrive in This Role If You:

• Are highly organized with exceptional attention to detail.
• Communicate with warmth, clarity, and professionalism—both written and verbal.
• Are confident working with numbers and analyzing data, but also able to zoom out and see the big picture.
• Enjoy working collaboratively in a small team environment where your voice matters.
• Are curious, coachable, and committed to growing your expertise over time.
• Have experience (or are excited to learn) tools like eMoney, Holistiplan, and Advyzon.
• Salary: $65,000–$85,000 based on experience, with additional bonus/incentive opportunities.
• Work Schedule: 4.5-day workweek to support better work-life balance.
• Flexibility: Hybrid schedule with a blend of in-office and remote work. Must be located within the Kansas City Metro.
• Professional Development: Full support toward CFP certification and additional learning opportunities.
• Time Off: 15 sick/PTO days and 11 observed holidays with half days on Fridays.

Next Steps

Ready to grow your career in a supportive, client-first firm? Email your resume and a short paragraph explaining why this opportunity feels like the right fit to [e-mail] . If your experience aligns with our needs, we’ll be in touch to schedule a first-round interview.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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