Client Service Advisor — Private Wealth Advisory

The Martin Financial Group - Wichita; Wichita (KS); On-site; USD 90,000 - 100,000; Full time

Job summary

The Martin Financial Group - Wichita seeks a Client Service Advisor to join our private client team in Wichita, KS. This role blends financial planning, client service, and execution, working with the founder to develop plans and coordinate cases.

Ideal candidates are warm, high-intellect, proactive, and passionate about delivering an exceptional client experience, with opportunities to advance into leadership as you grow technical expertise and client relationships.

Qualifications

• 3+ years in client management, private wealth, investment operations or adjacent.
• Bachelor's degree (finance or accounting preferred).
• Ability to commute to office in Wichita, KS.
• Experience with Northwestern Mutual or similar platforms ideal.

Responsibilities

• Gather and analyze client financial information to inform plans.
• Prepare financial plans, recommendations, and client meeting materials.
• Conduct financial modeling and scenario analysis for planning cases.
• Own the coordination and execution of planning cases.
• Maintain momentum and follow-through on open client opportunities.
• Coordinate proactive client service activities and support relationships.
• Serve as a second advisor on assigned client relationships.
• Support and lead planning-related special projects.
• Partner with Lead Advisors to deliver a seamless client experience.

Skills

Client management

Private wealth

Investment operations

Financial planning

Relationship building

Education

Bachelor's degree in Finance or Accounting

Job description

At The Martin Financial Group, we partner with our clients and their professional teams with one common goal of providing the most genuine, transparent relationship possible.

We believe in family and relationship building—not asset gathering. We strive to be at the center of our clients’ financial universe, partnering with their trusted advisors to create thoughtful, tailored plans for today, tomorrow, and generations to come.

Together, we work to create the best possible future for our clients, their families, and their legacies.

The Opportunity

We are seeking a Client Service Advisor to join our growing private client team in Wichita, KS. This role is an integral part of the advisory team, combining financial planning, client service, and execution.

Working alongside our founder, you will help develop financial plans, analyze client opportunities, coordinate planning cases, and proactively support client relationships. The ideal candidate is warm, high-intellect, proactive, and passionate about delivering an exceptional client experience.

Key Responsibilities

• Gather and analyze client financial information.
• Prepare financial plans, recommendations, and client meeting materials.
• Conduct financial modeling and scenario analysis.
• Own the coordination and execution of planning cases.
• Maintain momentum and follow-through on open client opportunities.
• Coordinate proactive client service activities.
• Serve as a second advisor on assigned client relationships.
• Support and lead planning-related special projects.
• Partner closely with Lead Advisors to deliver a seamless client experience.

What Success Looks Like

• High-quality financial planning and analysis.
• Consistent follow-through and case execution.
• Exceptional, proactive client service.
• Strong relationships with clients and advisors.
• Increasing ownership and responsibility within the advisory team.

This is designed as a long-term career opportunity in private wealth management. As you develop your technical expertise, planning capabilities, and client relationships, there is an opportunity to advance into a leadership position with the firm.

Required Licenses

• Kansas Life Accident and Health

Qualifications:

• 3+ years in client management, private wealth, investment operations or adjacent
• Bachelors degree (finance or accounting preferred)
• Ability to commute to office in Wichita, KS
• Experience with Northwestern Mutual or similar platforms ideal

Salary: 90k-100k (commensurate with experience)