Private Wealth Client Advisor & Planner

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

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.