Investment Advisory Associate — Mentored Path to Advisor
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-07-27
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Our client, a boutique, client-focused wealth management firm, is seeking an Investment Advisory Associate to join their growing team and develop into an Investment Advisor Representative (IAR) over time.
You’ll work directly with a senior advisor on financial planning, retirement strategies, and client meetings, gaining hands-on portfolio analysis and investment research experience in a collaborative environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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