Wealth Management Associate

Wealth Management Careers Connect; Overland Park (KS); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid vacation

Holiday pay

401k retirement program

Job summary

3GenWealth is seeking a Wealth Management Associate in Overland Park, KS to support Financial Advisors and deliver proactive, high-quality client service. You will manage onboarding, transfers, money movement, and ongoing follow-through on advisor recommendations, ensuring accuracy and compliance.

You will collaborate with advisors, clients, custodians, and internal teams while maintaining records in Redtail CRM and supporting outreach campaigns to strengthen relationships.

Qualifications

• Minimum of 2 years of client service, operations, or administrative experience in wealth management.
• Familiarity with Pershing NetX360, Redtail, GReminders, eMoney, RingCentral preferred.
• Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
• Excellent organizational and problem-solving skills with exceptional attention to detail and follow-through.
• Proficiency in Microsoft Office Suite and Adobe Acrobat Pro.
• Strong work ethic, punctuality, dependability, and professionalism.

Responsibilities

• Coordinate client meeting preparation and post-meeting follow-up with action items and paperwork.
• Onboard new investment clients from start to finish with documentation and broker-dealer liaison.
• Lead processing and follow-through of account transfers, money movement, beneficiaries, distributions, and other service transactions.
• Manage client account maintenance requests and respond to inquiries professionally.
• Assist clients with estate settlements, RMDs, and QCDs.
• Monitor outstanding service requests and proactively resolve issues for a seamless client experience.
• Maintain accurate client records, notes, and service activities in Redtail CRM.
• Collaborate with advisors, custodians, vendors, and internal teams to complete requests timely.
• Support client retention and relationship-building through proactive service initiatives.
• Perform other duties as assigned.

Skills

Client service

Operations

Administrative support

Attention to detail

Communication

Team collaboration

Tools

Pershing NetX360

Redtail

GReminders

eMoney

RingCentral

Job description

The Opportunity: As a Wealth Management Associate, you will play a key role in supporting Financial Advisors and delivering a proactive, high-quality client experience. This position is responsible for managing a wide range of client service and operational activities, including account onboarding, transfers, money movement, account maintenance, and ongoing follow-through on advisor recommendations, ensuring all requests are handled accurately, efficiently, and in compliance with industry standards. You will work closely with advisors, clients, custodians, and internal team members to coordinate account activity, resolve issues, and help drive meaningful client relationships through both responsive service and proactive outreach.

About Us: At 3GenWealth, we have been helping individuals, families, and business owners make confident financial decisions for more than 50 years. As a family-founded, independent advisory firm, we provide personalized financial planning, investment management, retirement planning, and wealth preservation strategies tailored to each client's goals. We pride ourselves on building long-term relationships, delivering exceptional service, and treating our clients like family. If you're looking to join a close-knit team that values trust, collaboration, and making a meaningful impact, you'll feel right at home at 3GenWealth.

Key Responsibilities:

• Coordinate client meeting preparation and lead post-meeting follow-up, including tracking action items, gathering information, preparing paperwork, and ensuring timely execution of advisor recommendations.
• Facilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts.
• Lead the processing and follow-through of account transfers, money movement requests, beneficiary updates, distributions, and other client service transactions from initiation through completion.
• Manage client account maintenance requests and respond to client inquiries with a high level of professionalism and responsiveness.
• Assist clients with servicing needs including estate settlements, beneficiary distributions, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions (QCDs).
• Monitor outstanding service requests and proactively resolve issues to ensure a seamless client experience.
• Maintain accurate client records, notes, and service activities within Redtail CRM.
• Collaborate with advisors, custodians, vendors, and internal team members to ensure timely completion of client requests.
• Support client retention and relationship-building efforts by helping execute proactive service initiatives and outreach campaigns.
• Other duties as assigned.

Qualifications:

• Minimum of 2 years of client service, operations, or administrative experience in wealth management
• Familiarity with Pershing (NetX360), Redtail, Greminders, eMoney, Ring Central preferred
• Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
• Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
• Proficiency in computer applications such as Adobe Acrobat Pro and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
• Strong work ethic, punctuality, dependability, and professionalism
• Collaboration skills and the ability to thrive in a team-oriented culture.
• Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
• Outstanding interpersonal, written, phone, and email communication skills.
• Onsite role: Overland Park, KS
• Benefit Eligible: Paid vacation and holiday hours, 401k retirement program
• Opportunities for professional growth and development
• A supportive and inclusive work environment where your contributions are valued.