Associate Wealth Planner

Location:

Kansas City, MO (currently fully remote but could become Hybrid) Applicant must live in the Kansas City, MO area.

Nold Bryant is a forward-thinking wealth management firm dedicated to delivering personalized financial strategies to our clients. Our commitment to excellence and growth drives us to build a strong, collaborative team that thrives on helping individuals and families achieve their financial goals.

The position requires an individual who has knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must be dedicated to building long-term relationships with clients and have strong communication skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.

Since financial planning is the foundation of what we do for clients; a passion for financial planning is crucial for a successful candidate. Must be able to learn and articulate the story of the practice.

• Support lead advisor with clients
• Handle certain client relationships independently.
• Lead in answering routine client questions
• Compiles and analyzes client data to develop financial plans
• Participates in client meetings
• Creates agendas for client meetings, takes notes and delegates follow up activities
• Supports the preparation for all client meetings
• Supports in the efficient and effective completion of service requests
• Accountable for the retention of existing client relationships
• Builds rapport with clients
• Assists in maintaining a compliant practice
• Tax gain/loss analysis
• Makes outgoing client courtesy calls
• Provide back up support to all team members when necessary
• Update client info as necessary in CRM to ensure integrity of database
• Handle various client requests
• Handles complex issues and problems
• Ensure clients are receiving a best in class experience from the firm
• Support special projects as assigned.

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Progress toward or completion of CFP® certification preferred.
• 0–2 years of experience in financial planning, investment management, or a similar role.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.
• Willingness to learn various financial planning software.

Competitive salary and benefits package including heath insurance, dental insurance, paid time off, and 401k.

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Full-time

$50,000.00 - $ per year

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Remote