Junior Wealth Planner - Remote & Client-Focused

Integrated Partners; Kansas City (MO); Remote; USD 50.000 - 100.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Analytical

Organizational skills

Problem-solving

Communication skills

Willingness to learn software

CFP progression

Ausbildung

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

Jobbeschreibung

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.