Client Associate – Growth & Development in Finance

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

Paid time off

10 stock market holidays

Work from home days

Professional development assistance

Job summary

Emerald Legacy Advisors in Kansas City, MO is seeking a Client Associate or Registered Client Associate starting Monday, January 4, 2027. Salary range is $45,000 - $60,000 depending on experience and registrations.

The role blends client service with regulatory compliance, including scheduling appointments, onboarding accounts, processing trades and transfers, and supporting marketing efforts. Licenses required include Series 7 and 66 (or 63/65); willingness to obtain within 12 months.

Qualifications

• Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred).
• Licenses: Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
• Life, Variable Life, and Variable Annuity insurance licenses or willingness to obtain within 12 months.
• Strong analytical and client-facing skills with excellent communication and organizational abilities.

Responsibilities

• Schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs.
• Plan office events and maintain marketing materials.
• Manage office accounts payable.

Skills

Client service

Attention to detail

Verbal & written communication

Problem solving

Education

Bachelor’s Degree or equivalent experience

Tools

Series 7

Series 66

Life/Variable Insurance license

Regulatory compliance knowledge

Job description

Emerald Legacy Advisors in Kansas City, MO is seeking a Client Associate or Registered Client Associate starting Monday, January 4, 2027. Salary range is $45,000 - $60,000 depending on experience and registrations.

The role blends client service with regulatory compliance, including scheduling appointments, onboarding accounts, processing trades and transfers, and supporting marketing efforts. Licenses required include Series 7 and 66 (or 63/65); willingness to obtain within 12 months.