Associate Wealth Planner

Integrated Partners; Kansas City (MO); Remote; USD 50,000 - 100,000; Full time

Job summary

Nold Bryant seeks an Associate Wealth Planner to join a forward-thinking wealth management team in the Kansas City area. The role emphasizes building long-term client relationships, learning financial planning software, and delivering comprehensive client solutions remotely for now.

You will support the lead advisor, handle select client relationships, and contribute to meetings and data analysis, aiming for a best-in-class client experience.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Progress toward CFP certification preferred.
• 0–2 years of experience in financial planning or related role.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Support lead advisor with clients.
• Handle certain client relationships independently.
• Lead in answering routine client questions.
• Compile and analyze client data to develop financial plans.
• Participate in client meetings.
• Create agendas for client meetings, take notes, and delegate follow-up activities.
• Support preparation for all client meetings.
• Support in the efficient and effective completion of service requests.
• Retain existing client relationships.
• Build rapport with clients.
• Assist in maintaining a compliant practice.
• Tax gain/loss analysis.
• Make outgoing client courtesy calls.
• Provide back up support to team members when necessary.
• Update client info in CRM to ensure data integrity.
• Handle various client requests.
• Handle complex issues and problems.
• Ensure clients receive best-in-class service.

Skills

Analytical

Organizational skills

Problem-solving

Communication skills

Willingness to learn software

CFP progression

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Job description

Job Description: Associate Wealth Planner

Location: Kansas City, MO (currently fully remote but could become Hybrid) Applicant must live in the Kansas City, MO area.

About Nold Bryant

Nold Bryant is a forward-thinking wealth management firm dedicated to delivering personalized financial strategies to our clients. Our commitment to excellence and growth drives us to build a strong, collaborative team that thrives on helping individuals and families achieve their financial goals.

Position Overview

The position requires an individual who has knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must be dedicated to building long-term relationships with clients and have strong communication skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Since financial planning is the foundation of what we do for clients; a passion for financial planning is crucial for a successful candidate. Must be able to learn and articulate the story of the practice.

Responsibilities

• Support lead advisor with clients
• Handle certain client relationships independently.
• Lead in answering routine client questions
• Compiles and analyzes client data to develop financial plans
• Participates in client meetings
• Creates agendas for client meetings, takes notes and delegates follow up activities
• Supports the preparation for all client meetings
• Supports in the efficient and effective completion of service requests
• Accountable for the retention of existing client relationships
• Builds rapport with clients
• Assists in maintaining a compliant practice
• Tax gain/loss analysis
• Makes outgoing client courtesy calls
• Provide back up support to all team members when necessary
• Update client info as necessary in CRM to ensure integrity of database
• Handle various client requests
• Handles complex issues and problems
• Ensure clients are receiving a best in class experience from the firm
• Support special projects as assigned.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Progress toward or completion of CFP® certification preferred.
• 0–2 years of experience in financial planning, investment management, or a similar role.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.
• Willingness to learn various financial planning software.

What We Offer

Competitive salary and benefits package including heath insurance, dental insurance, paid time off, and 401k.

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Job Type

Full-time

Pay

$50,000.00 - $100,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Work Location

Remote