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Junior Wealth Planner - Remote & Client-Focused

L3

integrated partnersKansas City, MO5 days ago
Nold 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.
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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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