Wealth Management Associate-Kansas City

Job overview

The Wealth Management Associate is an onsite position based in Kansas City, KS, with a salary range of $62,500–$65,000 per year. This role supports a growing financial services team at RK Partners, focusing on delivering an exceptional client experience. The role exists to serve as a trusted point of contact for clients, coordinating service needs and ensuring seamless follow-through after meetings. The Associate supports Lead Advisors with meeting preparation and account servicing, while pursuing industry licensing to grow their career in wealth management.

What you'll do

• Serve as a primary point of contact for clients.
• Support Lead Advisors with meeting preparation and follow-up.
• Manage client requests including paperwork and account transfers.
• Maintain accurate client records in CRM.
• Communicate proactively with clients.

What we're looking for

Skills & competencies

full-time

day shift

kansas city ks

finance

wealth management

associate advisor

client service

onsite

weekend required

no on-call

$62.5k-$65k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Licensing sponsorship, bonus potential, professional development.

Why this role

Sponsorship and payment for required industry licensing (Series 7/6, 63, Life & Health).

About the employer

RK Partners is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.