Wealth Management Associate: Client Planning & Service

Claire Myers Consulting; Kansas City (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexibility that supports work-life balance

Opportunity for professional growth

Job summary

A wealth management firm is seeking an Associate Wealth Management Advisor to support senior advisors in delivering financial planning services. The ideal candidate enjoys analytical work and thrives in a collaborative environment. Responsibilities include preparing financial plans, managing client relationships, and supporting operational tasks. Candidates should have a Bachelor's degree and must obtain required licenses within specified time frames. Strong organizational and problem-solving skills are essential for success in this role.

Qualifications

• Series 7 & 63 required (or to be obtained within 180 days).
• Life & Health Insurance License required (or to be obtained within 90 days).
• Experience in financial services or insurance industry is preferred.

Responsibilities

• Prepare financial plans and materials for client meetings.
• Serve as a primary contact for client inquiries and service requests.
• Assist in developing strategies aligned with client goals.
• Collect and organize client financial data and inputs.

Skills

Analytical mindset

Client relationship skills

Problem-solving skills

Organizational skills

Communication skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

A wealth management firm is seeking an Associate Wealth Management Advisor to support senior advisors in delivering financial planning services. The ideal candidate enjoys analytical work and thrives in a collaborative environment. Responsibilities include preparing financial plans, managing client relationships, and supporting operational tasks. Candidates should have a Bachelor's degree and must obtain required licenses within specified time frames. Strong organizational and problem-solving skills are essential for success in this role.