Associate Wealth Management Advisor

Claire Myers Consulting; Leawood (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with employer match

Health and disability insurance

PTO and parental leave

Team events

Job summary

Claire Myers Consulting is seeking an Associate Service Advisor in Leawood, KS, to support an advisory team and enhance client experiences with a detail-driven approach. This in-office role sits at the center of client relationships, handling preparation, execution, and follow-through to ensure accuracy and professionalism.

The ideal candidate will have 3–5 years in wealth management or financial services, strong communication, and a willingness to participate in ongoing training.

Qualifications

• Bachelor’s degree preferred
• Strong organizational skills with ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Clear and professional communication skills (written and verbal)
• Ability to operate with discretion and maintain confidentiality
• Self-motivated with strong ownership and follow-through

Responsibilities

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendas
• Participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience
• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

Skills

Strong organizational skills

High attention to detail

Clear and professional communication

Discretion and confidentiality

Self-motivated with ownership

Education

Bachelor’s degree preferred

Tools

CRM systems

Microsoft Office

Google Suite

Job description

Location: Leawood, KS (In Office)

Compensation: $60,000 — $80,000 base

Overview

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Key Responsibilities

Client Experience & Execution

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation

Advisor & Meeting Support

• Prepare meeting materials, reports, and agendas
• Participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience

Operations & Internal Coordination

• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

Qualifications

• Bachelor’s degree preferred
• Strong organizational skills with ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Clear and professional communication skills (written and verbal)
• Ability to operate with discretion and maintain confidentiality
• Self-motivated with strong ownership and follow-through

Preferred

• 3–5 years of experience in wealth management or financial services
• Familiarity with financial planning concepts, investments, or insurance
• Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus
• Experience with CRM systems and Microsoft Office / Google Suite

Compensation & Benefits

• Base salary performance-based bonus
• Clear career path with growth opportunities
• 401(k) with employer match
• Health and disability insurance
• PTO parental leave
• Team events and a strong, collaborative culture