Investment Advisory Associate

Benchmark Financial Group is an independent, boutique wealth management firm in Overland Park, Kansas, specializing in federal employee retirement planning. We help clients build long-term financial strategies by taking a holistic view of their finances and aligning decisions with what matters most, especially as retirement approaches.

Our client-first approach extends beyond investments to include education, advocacy, and relationship-building.

We foster a community environment where financial clarity and confidence grow through ongoing guidance, podcasts, and interactive webinars.

We are seeking a driven, detail-oriented Associate to join our team and grow into an Investment Advisor Representative (IAR).In this role, you will help clients develop personalized retirement strategies that secure financial futures. This is a senior advisor-track; you will collaborate with the owner on investment operations, portfolio management, administration, and income planning.

Your goal is to develop the skills needed to grow into a senior advisory position.

• Coordinate with the senior advisor in the development and preparation of comprehensive financial plans & investment and retirement income strategies
• Assist in determining clients’ assets, liabilities, and overall financial conditions
• Participate in client meetings and presentations, learning to quickly assess goals and clearly communicate recommendations.

• Help support and communicate portfolio performance and reporting to clients
• Research, analyze, and interpret relevant financial and market

• Support client acquisition, relationship development, and retention efforts
• Assist with podcasts, webinars, and Zoom sessions supporting education and outreach

Required:

• Bachelor’s degree in accounting, finance, business, economics, banking, or related field
• 3-5 years of financial services industry experience
• Proven ability to assist in developing and implementing financial plans tailored to clients’ needs
• Entrepreneurial mindset and desire to grow with a small business
• Experience in client relationship management and providing personalized financial advice
• Background verification is required.
  
  Fingerprinting will be conducted as part of the regulatory hiring process

Preferred:

• Experience with financial planning software and tools for comprehensive client analysis
• Insurance and/or securities registrations (Series 6, 63, 65,
  7) preferred
• Prior client service experience in financial services, banking, or professional services
• Base salary of $50,000 - $75,000 (commensurate with experience)
• Variable compensation based on production
• Health, Dental, and Vision Insurance
• Career growth potential in a growing, dynamic small business
• Join a close-knit team reporting directly to the principal investment advisor, offering hands‑on mentorship
• This role is ideal for someone who values close client relationships, mentorship, and the opportunity to help shape the future of a growing boutique firm

This job description outlines the primary purpose and responsibilities of the role and is not intended to be all-inclusive. Duties may be adjusted, and reasonable accommodation may be provided as required.