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Wealth Planning Associate — Path to Lead Advisor; Hybrid
Job in
Independence, Jackson County, Missouri, 64053, USA
Listed on 2026-07-22
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Masis Professional Group in the Greater St. Louis Area is seeking an Associate Advisor to join its growing wealth management team. This hybrid, full-time role blends paraplanning with client‑facing service to build hands‑on experience across the planning process.
You will work with senior advisors on plan development, investment analysis, and meeting preparation, with a clear path toward becoming a Lead Financial Advisor as you grow your advisory career.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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