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Wealth Analyst
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2025-12-01
Listing for:
Shepard Wealth Advisors
Full Time
position Listed on 2025-12-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Responsibilities
- Assist in creating comprehensive and accurate investment plans using eMoney®.
- Present, discuss, and update eMoney investment plans with and to clients.
- Collaborate with the team to formulate client meeting agendas prior to each meeting.
- Execute follow‑up items from each client meeting to help ensure best‑in‑class service.
- Build trusted relationships with clients and prospects over the telephone, in writing, and in person.
- Address client needs in a timely manner.
- Produce strategy, planning, and performance reports relevant to the client relationship and service model.
- 2+ years’ professional experience; financial industry experience preferred.
- 3 personal references.
- Finra Series 7 and Series 66 preferred; must attain licenses within the first 90 days of employment.
- eMoney experience preferred.
- Bachelor’s degree in Business, Finance, Accounting, or related field.
- CPA, CFA, or CIMA preferred.
- Exceptional written and verbal communication skills.
- Must be organized, able to multi‑task, and be detail‑oriented.
Entry level
Employment typeFull‑time
Job functionFinance and Sales
Benefits- Medical insurance
- Vision insurance
- 401(k)
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