Junior Wealth Planner - Remote & Client-Focused
integrated partnersKansas City, MO
Junior Wealth Planner - Remote & Client-Focused
L3
integrated partnersKansas City, MO5 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesNold Bryant seeks an Associate Wealth Planner to join a forward-thinking wealth management team in the Kansas City area. The role emphasizes building long-term client relationships, learning financial planning software, and delivering comprehensive client solutions remotely for now.
You will support the lead advisor, handle select client relationships, and contribute to meetings and data analysis, aiming for a best-in-class client experience.
Apply now (opens in a new tab)
Level
JuniorL3
Location
Kansas City, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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