Wealth Planning Associate

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).
We are seeking a motivated Wealth Planning Associate to join Shepard Wealth Advisors in Kansas City, MO, United States. We are currently recruiting a Wealth Planning Associate for our team in Kansas City, MO, United States. This is a genuine position to take on the Wealth Planning Associate role at Shepard Wealth Advisors. As a Wealth Planning Associate, you will play an important part at Shepard Wealth Advisors in Kansas City, MO, United States.