Wealth Management: Private Client Associate
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-06
Listing for:
Alpine Private Wealth
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent multi-tasking, high client service orientation, and proficiency in tools like Excel and Salesforce. Competitive compensation and benefits are offered.
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Position Requirements
10+ Years
work experience
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