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Private Client Wealth Advisor - Associate

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: Mercantil Commerce Bank
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A prominent financial institution is seeking a Private Client Advisor Associate in Leawood, Kansas. This role involves supporting Private Client Advisors in delivering wealth management services to high net worth clients. Responsibilities include assisting with account administration, acting as a point of contact for clients, and identifying opportunities for expanding client relationships. Candidates should have customer service skills, attention to detail, and Microsoft Office proficiency.

A high school diploma and 2+ years of office experience are required.
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Position Requirements
10+ Years work experience
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