Wealth Management Advisor
Mission Woods, KS
An established and growing wealth management firm is seeking a Wealth Advisor to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity. 
If you’re currently at a larger firm where you feel like a number—or lack a clear path to meaningful growth—this role offers a more entrepreneurial environment with the infrastructure to support your success.
What You’ll Do

Build and grow relationships with high-income professionals and business owners
Drive new business through consistent outreach, networking, and referrals
Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
Lead conversations around investment strategies, retirement planning, and entity-level planning
Partner with team members to deliver a high-quality, relationship-driven client experience
What Makes This Opportunity Different

Team-Based, Not Siloed: You’ll collaborate with experienced advisors and have access to mentorship and shared ideas—without sacrificing your independence
Operational Leverage That Accelerates Growth: Once you earn the client’s “yes,” our established operations team steps in immediately—handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business
What We’re Looking For

5–7+ years of experience in wealth management or financial advising
Proven track record of business development and client acquisition
Ability to speak to annual AUM growth and new assets brought in

Strong investment knowledge (more critical than insurance experience)
Experience working with affluent clients, business owners, or professionals
Highly motivated, activity-driven, and organized
Desire to grow within a team environment that still rewards individual ownership
Licensing

SIE, Series 7, and Series 63 
 
 
 
 
 
 
                                                                                               
 
 
 
 

Client Service Associate – Wealth Management
An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional or career changer who wants to build a long-term career in wealth management.
We’re looking for someone who can be counted on to get things done. You take ownership, follow through on commitments, anticipate what needs to happen next, and look for better ways to work. You don’t wait to be told every next step—you’re proactive, curious, and ready to contribute.
What You’ll Do

Serve as a key client contact, providing responsive, personalized service.
Support advisors with client meetings, requests, communications, and follow-up.
Own client service requests from start to finish, ensuring nothing falls through the cracks.
Open and maintain client accounts and process money movement and service transactions accurately.
Maintain accurate CRM data, client documentation, and records.
Anticipate client and advisor needs and proactively address next steps.
Use technology and AI-enabled tools to improve efficiency and the client experience.
Identify opportunities to streamline processes and improve how work gets done.
What We’re Looking For

1–3 years of professional experience in financial services, client service, banking, hospitality, sales, education, customer success, or another people-focused environment.
Financial services experience is a plus, but not required.
A demonstrated track record of reliability, ownership, and follow-through.
Proactive and forward-thinking—you see what needs to happen next and take action.
Strong organization and attention to detail with the ability to manage multiple priorities.
Professional, confident communication and a client-first mindset.
Comfortable learning new technology and finding more efficient ways to work.
Collaborative, accountable, and willing to step in where needed.
Bachelor’s degree preferred; Series 65 or interest in pursuing industry licensing is a plus.
Why Join?
Build a career, not just a resume.
Whether you’re already in financial services or looking to bring your skills into a new industry, this is an opportunity to build valuable wealth management expertise. You’ll work closely with experienced advisors, develop meaningful client relationships, learn the business, and take on greater responsibility as you grow.
Location: Atlanta, GA | Hybrid