Client Associate | Finance & Client Services

Emerald Legacy Advisors; Kansas City (MO); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health insurance stipend

Simple IRA match

Professional development assistance

Paid time off

10 stock market holidays each year

Allocated work-from-home days per year

M-F hours: 8:30am-4:30pm

Job summary

Emerald Legacy Advisors is seeking a Client Associate or Registered Client Associate starting January 2nd 2027. Salary range is $45,000 - $60,000 dependent upon experience and registrations.

The role emphasizes a client-first approach, account onboarding, and timely processing of trades, funds, and correspondence. It also includes event planning, marketing material upkeep, and office payable management within a supportive, compliant team.

Qualifications

• Bachelor’s degree or equivalent in business, finance, or accounting preferred.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• Life, Variable Life, and Variable Annuity licenses or willingness to obtain within 12 months.
• Analytical and client-facing role requiring strong organization and attention to detail.
• Pay type: Salary; benefits include PTO, holidays, and retirement plan.

Responsibilities

• Schedule appointments, maintain compliance, onboard accounts, and prepare correspondence.
• Transfer funds, complete trades, and process checks, wires, and ACHs promptly.
• Plan office events and maintain marketing materials.
• Manage office accounts payable.

Skills

Verbal communication

Written communication

Client service

Attention to detail

Analytical thinking

Education

Bachelor's degree or equivalent

Series 7 and 66 licenses

Life, Variable Life, & Variable Annuity licenses

Job description

Emerald Legacy Advisors is seeking a Client Associate or Registered Client Associate starting January 2nd 2027. Salary range is $45,000 - $60,000 dependent upon experience and registrations.

The role emphasizes a client-first approach, account onboarding, and timely processing of trades, funds, and correspondence. It also includes event planning, marketing material upkeep, and office payable management within a supportive, compliant team.