Wealth Management Specialist, Sr. jobs in Kansas City, KS

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Concierge Specialist
  • Modern Wealth Management
  • Lenexa, KS FULL_TIME
  • Concierge Specialist

    Are you an outgoing, highly organized person with an ability to multi-task and prioritize? If so, this job may be for you!

    The Concierge Specialist is a highly critical role as the first point of contact for prospective clients. This individual is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concierge Specialist gathers preliminary client data to build a baseline financial plan and introduces the prospect to their advisory team. This role is critical to advisor success and client experience.

    This is the perfect opportunity to begin your career in the financial advisory industry and build your knowledge and experience. We offer a robust career path, and the Concierge Specialist is the first step to becoming a Financial Advisor.

    • Proactive outreach to prospective clients via phone
    • Clearly and effectively present the firm philosophy and service offerings
    • Answer questions about the firm, service offerings and Advisory Teams
    • Gather information from the prospective client and schedule a meeting with an Advisory Team
    • Provide constant communication and support to the Advisory Team throughout the prospecting journey
    • Prepare and participate in prospect meetings with Advisory Team and follow up on action items

    Requirements:

    • Positive attitude
    • Adaptability to frequent change
    • Willingness to learn, contribute to organizational growth
    • Highly organized and communicative
    • Prioritizes work and adheres to established turnaround times and deadlines
    • Enjoy meeting and engaging new prospective clients and advisors
    • Strong verbal and written communication skills focused around illustrating financial concepts, strategies, and topics
    • Displays patience and empathy both verbally and in writing when communicating with prospective clients
    • Effectively communicates with cross functional team members within the department and across the organization both verbally and in writing
    • Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work independently and accurately in a fast-paced environment

    Preferred:

    • General knowledge of financial advisory business and/or willingness to learn
    • Bachelor’s degree preferred

    Benefits:

    • Medical, Vision, Dental, and Life Insurance
    • Company matched 401k
    • Paid vacation, market holidays

    Modern Wealth Management is a “modernized” financial advisory firm that utilizes a team approach to provide a full suite of responsive services and offers a strong career path for like-minded next-gen advisors. We are based in Lenexa, KS, with locations in Lee’s Summit, MO, North Kansas City, Troy, MI, Bingham Farms, MI, and Monterey, CA.

    A nationally registered investment advisory (RIA) firm, we pride ourselves on reimagining the delivery of financial advice, designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more.


    Investment advisory services are offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

  • 1 Month Ago

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Client Service Specialist
  • Modern Wealth Management
  • Lenexa, KS FULL_TIME
  • Client Service Specialist Would you describe your work product as accurate, thorough, and exact? Are you proactive and driven to solve problems with data? Are you a highly detailed multi-tasker who en...
  • 1 Month Ago

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Wealth Client Management Consultant
  • CAPTRUST
  • Leawood, KS OTHER
  • Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.The Cl...
  • 2 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Leawood, KS FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 6 Days Ago

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Principal Wealth Manager, Lenexa
  • Savvy Wealth
  • Lenexa, KS FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 19 Days Ago

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Principal Wealth Manager
  • Savvy Wealth
  • Overland Park, KS FULL_TIME
  • About Savvy Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. 75% of wealth managers do n...
  • 8 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Kansas City, KS area

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Sales Support Specialist
  • Broadridge Financial Solutions
  • Kansas City, MO
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/28/2024 12:00:00 AM

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Controls Engineer (Design Group)
  • Barry-Wehmiller Companies
  • Kansas City, KS
  • About Us: Design Group operates from more than 45 offices in the United States and India, providing engineering, consult...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Lees Summit, MO
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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HCM Associate Solutions Consultant Remote
  • HUB International
  • Kansas City, MO
  • Associate Solutions Consultant (Urgent Hire and Remote) ABOUT US At HUB International, we are a team of entrepreneurs. W...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Overland Park, KS
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/25/2024 12:00:00 AM

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HCM Associate Solutions Consultant Remote
  • HUB International
  • Kansas City, MO
  • Associate Solutions Consultant (Urgent Hire and Remote) ABOUT US At HUB International, we are a team of entrepreneurs. W...
  • 3/24/2024 12:00:00 AM

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General Dentist Opportunity in Kansas City, Missouri
  • Hickman Mills Dental Care
  • Kansas City, MO
  • General Dentist Opportunity in Kansas City, Missouri Join the thriving community of Kansas City, Missouri in a brand-new...
  • 3/11/2024 12:00:00 AM

Kansas City is the third-largest city in the State of Kansas, the county seat of Wyandotte County, and the third-largest city of the Kansas City metropolitan area. Kansas City, Kansas is abbreviated as "KCK" to differentiate it from Kansas City, Missouri, after which it is named. It is part of a consolidated city-county government known as the "Unified Government". Wyandotte County also includes the independent cities of Bonner Springs and Edwardsville. As of the 2010 census, the city had a population of 145,786 residents. It is situated at Kaw Point, which is the junction of the Missouri an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$108,351 to $155,261
Kansas City, Kansas area prices
were up 1.7% from a year ago