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Financial Advisor Financial Services

Wealth Management Client Experience Specialist

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Leawood is looking for an Associate Service Advisor to enhance client relationships and support advisors in delivering exceptional service. This position involves significant collaboration, meticulous documentation, and administrative responsibilities to ensure a high-quality client experience. The ideal candidate will have strong organizational skills, attention to detail, and a background in financial services, fostering a path toward deeper advisory responsibilities over time.
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