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Wealth Planning Associate: Path & Client Impact

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: J BLACK FINANCIAL GROUP
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate: Growth Path & Client Impact
A boutique wealth management firm in Leawood, Kansas is seeking an Associate Financial Planner. This entry to mid-level position supports the wealth management team by enhancing client experiences and executing financial plans. Candidates should have a Bachelor's degree or equivalent experience, with strong client focus, professionalism, and ability to thrive in a collaborative environment. Benefits include health insurance, 401(k) matching, and paid time off.
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Position Requirements
10+ Years work experience
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