Associate Wealth Planner

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: IIf 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. Please send your resume and cover letter to christian@noldbryant. Job Type: Full-time Pay: $50,000.00 - $100,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Work Location: In person