Case Manager​/Associate Financial Advisor

• Retirement plan

Case Manager/Associate Financial Advisor

Viridian Wealth Management
- Ameriprise Financial

Posted: 08-Jul-26

Location: Manhattan, Kansas

Type: Full Time

Salary: $55k no license/$70k+ licensed

Categories: Wealth Management

Sector: Wealth Management

Preferred Education: 4 Year Degree

We are seeking an individual currently working within a financial planning, wealth management, or investment advisory practice who is experienced in supporting and servicing client relationships. Preference given to individuals who have worked in this capacity but not a requirement.

This role combines client service, advisory support, and operational coordination, with increasing exposure to client interaction, planning discussions, and relationship management
.

• Support advisors in preparing for client meetings, including identifying planning opportunities
• Participate in client meetings and handle follow-up actions
• Serve as a primary point of contact for client service needs and inquiries
• Execute account servicing tasks including transactions, account setup, and maintenance
• Maintain strong client relationships through proactive communication and follow-through
• Coordinate and track client-related projects and planning deliverables
• Assist in delivering a high-quality, consistent client experience
• Grow the existing book of business through deepening existing relationships and acquiring new clients

• Opportunity to service a portion of the existing client base as experience grows
• Early exposure to client relationships—not a purely administrative role
• Defined path to Associate Financial Advisor
• Ability to begin managing smaller client relationships within 1–3 years, based on performance and licensing
• Long-term opportunity to grow within a transitioning and evolving practice

• Are currently working in a financial planning or wealth management practice
• Have experience supporting client relationships and servicing accounts
• Are comfortable interacting directly with clients
• Understand financial planning workflows, systems, and compliance requirements
• Are motivated to grow into a more client-facing advisory role

• Strong attention to detail and organization
• Excellent communication and relationship-building skills
• Ability to manage multiple priorities in a fast-paced environment
• Professionalism and commitment to high ethical standards
• Positive attitude with a strong desire to learn and grow

• Salary:
  Case Manager Starting at $55,000 or Financial Advisor starting at $70,000+ (higher based on licensing and experience)
• Bonus opportunities tied to growth and contribution
• 401(k) with matching
• Health, dental, vision, and life insurance
• Paid time off and paid training
• Licensing support and career development

• Existing clients available to support — not a cold-start role
• Accelerated path to client-facing responsibilities
• Direct mentorship within an established practice
• Opportunity to grow during a practice transition
• Clear long-term career trajectory in financial advising

• Full-time
• Monday–Friday

• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location:

In person

• Series 7 and Series 66 licenses (preferred but not required)
• Kansas Life, Accident & Health Insurance License (preferred)
• Bachelor’s degree (financial planning or related field preferred)
• Willingness to obtain required licenses (SIE, Series 7/66, insurance)

Connections working at Viridian Wealth Management
- Ameriprise Financial