Client Associate or Registered Client Associate

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

Responsibilities

• Demonstrate a client-first approach as you schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a professional and collaborative environment.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
• Plan office events and maintain marketing materials.
• Manage office accounts payable.

Qualifications

• Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred)
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
• Life, Variable Life, and Variable Annuity insurance licensed or the willingness to get licensed within 12 months of hire.
• This is a very analytical as well as client facing role; you must be able to balance organizational skills and attention to detail with strong soft skills like verbal and written communication, people, and client service abilities.
• Pay type: Salary
• Paid time off
• 10 stock market holidays each year
• M-F hours: 8:30am-4:30pm
• Allocated number of work from home days per year
• Health insurance stipend
• Simple IRA match
• Professional development assistance: Your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your financial career in a way that matters to you.