Wealth Planning Associate

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.

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.

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

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).