Private Wealth Advisor

Company DescriptionThe PostRock Family of Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing comprehensive wealth management services to multigenerational families with significant wealth and complex financial needs. We offer tailored solutions in investment management, trust administration, estate planning, and legacy strategies. Our expertise extends to philanthropic planning, family education, risk mitigation, and banking services consulting. We are committed to helping families achieve their financial goals, protect their legacies, and navigate the complexities of wealth management with confidence.Role DescriptionThis is a full-time role located in the Kansas City Metropolitan Area. As a Private Wealth Advisor, you will guide clients through personalized financial planning, investment strategies, and estate planning. You will strengthen and maintain long-term business relationships while helping clients navigate complex financial decisions and effectively manage their wealth. Key responsibilities include providing expert advice on wealth planning, working collaboratively with internal and external partners, and creating tailored strategies to meet clients' financial aspirations and legacy goals.QualificationsExpertise in Financial Planning and Estate PlanningProficiency in Investments and knowledge of financial marketsStrong Business Relationship Management skillsCertified Financial Planner (CFP) designation preferredExcellent verbal and written communication skillsStrong analytical and decision-making abilitiesBachelor’s degree in Finance, Economics, or related field required; advanced degrees are a plus5+ years experience working with high-net-worth clients is required