Associate Wealth Management Advisor

Location: Leawood, KS (In Office)

Compensation: $60,000 – $80,000 base

Overview:

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Key Responsibilities:

Client Experience & Execution:

•  Serve as a primary point of contact for client service needs 
•  Ensure timely, accurate, and thoughtful responses to client requests 
•  Manage follow-through and coordinate across internal and external partners 
•  Maintain detailed and accurate client records and documentation 

Advisor & Meeting Support:

•  Prepare meeting materials, reports, and agendas 
•  Participate in client meetings and capture key takeaways 
•  Ensure all action items and next steps are executed 
•  Support advisors in delivering a consistent, high-quality experience 

Operations & Internal Coordination:

•  Assist with servicing investment and risk management strategies 
•  Support account maintenance and insurance coordination 
•  Partner with team members to ensure workflows are completed without gaps 
•  Identify and contribute to process improvements 

Qualifications:

•  Bachelor’s degree preferred 
•  Strong organizational skills with ability to manage multiple priorities 
•  High attention to detail and commitment to accuracy 
•  Clear and professional communication skills (written and verbal) 
•  Ability to operate with discretion and maintain confidentiality 
•  Self-motivated with strong ownership and follow-through 

Preferred:

•  3–5+ years of experience in wealth management or financial services 
•  Familiarity with financial planning concepts, investments, or insurance 
•  Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus 
•  Experience with CRM systems and Microsoft Office / Google Suite 

Compensation & Benefits:

•  Base salary + performance-based bonus 
•  Clear career path with growth opportunities 
•  401(k) with employer match 
•  Health and disability insurance 
•  PTO + parental leave 
•  Team events and a strong, collaborative culture