Client Service Advisor — Private Wealth Advisory

At The Martin Financial Group, we partner with our clients and their professional teams with one common goal of providing the most genuine, transparent relationship possible.

We believe in family and relationship building—not asset gathering. We strive to be at the center of our clients’ financial universe, partnering with their trusted advisors to create thoughtful, tailored plans for today, tomorrow, and generations to come.

Together, we work to create the best possible future for our clients, their families, and their legacies.

We are seeking a Client Service Advisor to join our growing private client team in Wichita, KS. This role is an integral part of the advisory team, combining financial planning, client service, and execution.

Working alongside our founder, you will help develop financial plans, analyze client opportunities, coordinate planning cases, and proactively support client relationships. The ideal candidate is warm, high-intellect, proactive, and passionate about delivering an exceptional client experience.

• Gather and analyze client financial information.
• Prepare financial plans, recommendations, and client meeting materials.
• Conduct financial modeling and scenario analysis.
• Own the coordination and execution of planning cases.
• Maintain momentum and follow-through on open client opportunities.
• Coordinate proactive client service activities.
• Serve as a second advisor on assigned client relationships.
• Support and lead planning-related special projects.
• Partner closely with Lead Advisors to deliver a seamless client experience.

• High-quality financial planning and analysis.
• Consistent follow-through and case execution.
• Exceptional, proactive client service.
• Strong relationships with clients and advisors.
• Increasing ownership and responsibility within the advisory team.

This is designed as a long-term career opportunity in private wealth management. As you develop your technical expertise, planning capabilities, and client relationships, there is an opportunity to advance into a leadership position with the firm.

• Kansas Life Accident and Health

• 3+ years in client management, private wealth, investment operations or adjacent
• Bachelors degree (finance or accounting preferred)
• Ability to commute to office in Wichita, KS
• Experience with Northwestern Mutual or similar platforms ideal

Salary: 90k-100k (commensurate with experience)