Associate Wealth Planner

Listing Title:
  Associate Wealth Planner
Company Name:
  Nold Bryant Planning & Investments
Title of Position:
  Associate Wealth Planner
Description:
  Job Description: Associate Wealth Planner

Location: St. Joseph, MO

About Nold Bryant:

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.

Position Overview:

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.

As an Associate Wealth Planner, you will:

· 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.

Qualifications:

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.
What We Offer:

Competitive salary and benefits package including heath insurance, dental insurance, paid time off, and 401k.
Opportunities for professional development and continuing education.
A collaborative and supportive team environment.
How to Apply:

If you’re ready to start your journey toward making a meaningful impact in the lives of our

clients, we’d love to hear from you.

Job Type: Full-time

Pay: $50,000.00 – $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Schedule:

Monday to Friday
Work Location: In person

Link to Application (if applicable):
  https://www.indeed.com/viewjob?jk=9e5c1041c1a402da&from=shareddesktop&utm_source=hs_email&utm_medium=email&utm_content=345163379&_hsenc=p2ANqtz-9yui5Bl2nGpWUaztHGGTLWGIyW6YJIifqMwe-KpANMRqij4Nj34S9jOoqyuXiSMZRA-73ub10jBbe9WkjtkYDS5kGTzQ
Name of Contact:
  Christian Bryant
Email Address of Contact:
  christian@noldbryant.com