Wealth Analyst

Shepard Wealth Advisors; Kansas City (MO); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial advisory firm in Kansas City is seeking a detail-oriented individual for an entry-level position in finance and sales. Responsibilities include assisting in creating investment plans and building trusted relationships with clients. The ideal candidate will have a Bachelor’s degree in a relevant field, with financial industry experience preferred, along with communication skills. Full-time role with benefits like medical insurance and 401(k).

Qualifications

• 2+ years of professional experience, preferably in the financial industry.
• Finra Series 7 and Series 66 preferred; must attain licenses within 90 days.
• Must be organized, able to multi-task, and detail-oriented.
• eMoney experience preferred.
• Bachelor’s degree in Business, Finance, Accounting, or related field.
• CPA, CFA, or CIMA preferred.
• Exceptional written and verbal communication skills.
• Must be organized, able to multi‑task, and be detail‑oriented.

Responsibilities

• Assist in creating comprehensive and accurate investment plans using eMoney.
• Present, discuss, and update investment plans with clients.
• Collaborate to formulate client meeting agendas.
• Execute follow‑up items from each client meeting to help ensure best‑in‑class service.
• Build trusted relationships with clients and prospects over the telephone, in writing, and in person.
• Address client needs in a timely manner.
• Produce strategy, planning, and performance reports relevant to the client relationship and service model.

Skills

Client relationship management

Communication skills

Time management

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

CPA, CFA, or CIMA

Tools

eMoney

Job description

Responsibilities

• Assist in creating comprehensive and accurate investment plans using eMoney®.
• Present, discuss, and update eMoney investment plans with and to clients.
• Collaborate with the team to formulate client meeting agendas prior to each meeting.
• Execute follow‑up items from each client meeting to help ensure best‑in‑class service.
• Build trusted relationships with clients and prospects over the telephone, in writing, and in person.
• Address client needs in a timely manner.
• Produce strategy, planning, and performance reports relevant to the client relationship and service model.

Minimum Qualifications

• 2+ years’ professional experience; financial industry experience preferred.
• 3 personal references.
• Finra Series 7 and Series 66 preferred; must attain licenses within the first 90 days of employment.
• eMoney experience preferred.
• Bachelor’s degree in Business, Finance, Accounting, or related field.
• CPA, CFA, or CIMA preferred.
• Exceptional written and verbal communication skills.
• Must be organized, able to multi‑task, and be detail‑oriented.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Benefits

• Medical insurance
• Vision insurance
• 401(k)