Associate Wealth Advisor

Gentry Private Wealth; Wichita (KS); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in wealth management is seeking a Business Operations Manager to join their dedicated team in Wichita. This exciting role offers the opportunity to develop client relationships and provide tailored financial planning services. You will support the firm's growth strategy while ensuring exceptional client service. With a focus on integrity and collaboration, this firm offers a supportive work environment and opportunities for professional growth. If you are passionate about helping clients navigate their financial journey and want to make a meaningful impact, this position is perfect for you.

Benefits

Medical, Dental, and Vision Insurance

Paid Maternity Leave

401(k) Matching

HSA Employer Contribution

Profit Sharing

Paid Time Off (PTO)

Flexible Work Schedule

Qualifications

• CFP, CPWA, or ChFC required within the first three years of employment.
• Excellent knowledge of the securities industry’s rules & regulations.

Responsibilities

• Generate and develop new clients through networking and relationship-building.
• Provide independent, unbiased financial planning advice to clients.

Skills

Analytical Skills

Problem-Solving

Organizational Skills

Time Management

Team Collaboration

Creative Thinking

Education

Undergraduate Degree in Financial Planning

CFP, CPWA, or ChFC Certification

Additional Certifications (e.g., RICP, AIF, CFS, MBA)

Tools

CRM Software

Job description

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Business Operations Manager at Gentry Private Wealth

Our Story

Gentry Private Wealth is a boutique wealth management firm headquartered in Wichita, KS. Our dedicated team of professionals, in collaboration with our wealth management partner, GoalVest, in New York City, manages over $300 million in client assets across 245 households.

Beyond investment management, we offer comprehensive wealth advisory services to high-net-worth individuals, business owners, and institutions. We take pride in our integrated approach, providing tailored strategies to address our clients' investment, tax, estate, charitable giving, business, and risk management needs.

Our Mission

To serve as responsible stewards of our clients’ wealth, helping them navigate their financial journey with confidence, clarity, and to fully realize the benefits of their wealth with customized solutions that align with their financial and lifestyle goals.

Why Join Gentry Private Wealth?

At Gentry Private Wealth (GPW), we foster a culture built on integrity, collaboration, and excellence in client service. We provide a supportive work environment, opportunities for professional growth, and a clear path for career advancement.

Position Overview

The Associate Wealth Advisor (AWA) will begin serving existing GPW clients and will develop into generating new clients from networking, referral sources, and relationship-building activities. The AWA will provide proactive concierge service to existing and new clients they introduce to the firm. This includes providing independent, unbiased financial planning advice to clients of Gentry Private Wealth. All clients are and will be clients of Gentry Private Wealth.

Responsibilities

1. Support the firm’s growth strategy by generating and developing new clients through networking activities, referral sources, and relationship-building activities.
2. Effectively communicate GPW’s vision, service, and value proposition to existing clients, potential clients, and new clients.
3. Manage and service new and existing 401(k) clients and build relationships with the executive team and management.
4. Attend all GPW client events (~1 per month).
5. Attend events hosted by sponsored organizations (~2 – 5 per month).
6. Seek out new networking and relationship-building opportunities.
7. Participate in investment committee meetings.
8. Maintain a thorough understanding of investments, financial planning, and the current financial & economic environment.
9. Develop into assuming primary relationship responsibilities.
10. Knowledge of all compliance and regulatory requirements.
11. Strive for continuous professional development.
12. Strategize, prepare, and update clients’ financial plans as scheduled, as requested by the client, or as their life situations and goals change.
13. Conduct client strategy sessions as scheduled or as requested by the client.
14. Timely and positive client outreach throughout the year.
15. Seek opportunities to exceed expectations.
16. Coordinate with the administrative staff to identify and prepare the appropriate paperwork to execute various investments approved by each client.
17. Develop and maintain written documentation of all activities in CRM and digital file system.
18. Assume responsibility for successful completion of other tasks outside of the formal job description.

Knowledge, Skills & Qualifications:

1. CFP, CPWA, or ChFC required within the first three years of employment.
2. FINRA Series 65 and Life & Health license.
3. Additional certifications, e.g., RICP, AIF, CFS, MBA, etc., are very desirable as part of continuing professional development.
4. Undergraduate college degree in Financial Planning, Finance, or comparable work experience.
5. Excellent knowledge of the securities industry’s rules & regulations.
6. Strong analytical and problem-solving skills.
7. The ability to prioritize, excellent organizational and time management skills including attention to detail, follow-through, coordination with team members, and working within multiple software systems.
8. A creative mind, a positive optimistic outlook, and a team-player.

What We Offer

1. Medical, Dental, and Vision insurance coverage (effective first full month of employment).
2. Paid Maternity Leave (6 weeks maternity leave at 100% pay).
3. 401(k) Matching – 3%.
4. HSA Employer Contribution – $1,000.
5. Profit Sharing.
6. Paid Time Off (PTO) and Paid Holidays.
7. Flexible Work Schedule.

Gentry Private Wealth is an Equal Opportunity Employer.

How to Apply

Interested candidates should submit their resume and a cover letter detailing their relevant experience to [e-mail].

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales