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Wealth Planning Associate — Client Strategy & Growth

Job in California, Moniteau County, Missouri, 65018, USA
Listing for: 6AM City, LLC
Full Time position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: California

6AM City, LLC seeks an Associate Wealth Architect to work with Wealth Architects and clients on wealth management and financial planning. Responsibilities include data gathering, case design, scenario building, plan development and implementation, with a focus on client relations and coordinated team collaboration.

Ideal candidates have a business/finance background, 0–5 years in financial services, and a willingness to pursue CFP/CFA/EA/JD credentials.

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Position Requirements
10+ Years work experience
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