Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Associate: Build Client Portfolios

Equitable Advisors

A leading financial services firm in Overland Park is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate will possess strong communication skills, an entrepreneurial mindset, and a Bachelor's degree or equivalent experience. This role offers comprehensive training, mentorship, and a stable pay structure with commissions, alongside comprehensive benefits. A commitment to diversity and wellness is central to the company culture. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate: Build Client Portfolios in Overland Park, KS vacancy
  • Join to apply for the Wealth Management Associate - IA , Cedar Rapids, Iowa City (...  ...impact in the lives of its clients. Our network of over 4,300...  ...Highlights Client Engagement: Build and nurture client...  ...through networking events and portfolio management, ensuring consistent... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Overland Park, KS
    4 days ago
  • A wealth management firm is seeking an Associate Wealth Management Advisor to support senior advisors in delivering financial planning services. The ideal...  ...Responsibilities include preparing financial plans, managing client relationships, and supporting operational tasks.... 
    Suggested

    Claire Myers Consulting

    Kansas City, KS
    3 days ago
  •  ...offerings: Investment Management, Wealth Planning and...  ...Learning. Matter serves clients nationwide from our offices...  ...growth. Matter associates blend a dynamic mix of...  ...work intentionally, and build meaningful relationships...  ...investment portfolios Researching, implementing... 
    Suggested
    Temporary work
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Matter Family Office

    Kansas City, MO
    4 days ago
  • $15 - $30 per hour

     ...business development and account management? Join us as an Associate Portfolio Executive intern at C.H....  ...team, you’ll engage directly with clients, learning how to build strong relationships and provide...  ...\Veteran Benefits Your Health, Wealth and Self Your total wellbeing is... 
    Suggested
    Hourly pay
    Contract work
    Temporary work
    Summer work
    Internship
    Summer internship
    Worldwide
    Flexible hours

    C.H. Robinson Worldwide

    Kansas City, MO
    2 days ago
  • $55k - $60k

     ...are the engine powering high net worth wealth strategies. As part of a top 25 U.S. investment advisory team managing over $53 billion in client assets, you'll bridge the gap between...  ...Investment Management Cash Management Portfolio Management Qualifications Years... 
    Suggested
    Permanent employment
    Temporary work
    Work experience placement
    Shift work

    Randstad

    Kansas City, MO
    13 hours ago
  • $44.51k - $50.96k

     ...About Working at Commerce Building a career here is more than just...  ...been a leading provider of wealth management services including financial...  ...collaborate to ensure each client’s financial journey is uniquely...  ...the Wealth Management IRA Associate job and contemplates a wide... 
    Hourly pay
    Full time
    Shift work

    Commerce Bank

    Kansas City, MO
    2 days ago
  • $60k - $65k

     ...Description Job Description Associate Advisor Schedule:...  ...an exceptional client experience. This individual...  ...servicing needs. Manage client requests including...  ...in financial services, wealth management, banking,...  ...~ Strong interest in building a long-term career within... 
    Work at office
    Monday to Friday

    RK Partners

    Mission Woods, KS
    14 days ago
  • $60k - $80k

     ...Compensation: $60,000 – $80,000 base Overview: Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help... 
    Work at office

    Claire Myers Consulting

    Leawood, KS
    a month ago
  • $19.23 - $38.47 per hour

    Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated...  ...system allows you to effectively manage your portfolio with confidence....  ...Disabled\Veteran Benefits Your Health, Wealth and Self Three medical plans... 
    Hourly pay
    Contract work
    Temporary work
    Work at office
    Remote work
    Worldwide
    Flexible hours
    1 day per week

    C.H. Robinson

    Kansas City, MO
    1 day ago
  •  ...High Net Worth Wealth Strategies Role You aren't just processing paperwork you are the engine powering high net worth...  .... As part of a top 25 U.S. investment advisory team managing over $53 billion in client assets, you'll bridge the gap between financial advisors... 

    Randstad

    Kansas City, MO
    1 day ago
  • $15 - $30 per hour

     ...business development and account management? Join us as an Associate Portfolio Executive intern at C.H....  ...team, you’ll engage directly with clients, learning how to build strong relationships and provide...  ...Disabled\\VeteranBenefitsYour Health, Wealth and SelfYour total wellbeing is... 
    Hourly pay
    Summer work
    Internship
    Summer internship
    Worldwide

    C.H. Robinson Worldwide

    Kansas City, MO
    2 days ago
  •  ...Brown specializes in serving clients in industries including...  ...business valuation, technology, wealth management and trust services to clients...  .... Position Summary The Associate Wealth Advisory Trader is responsible...  ...reports on both individual portfolio performance and fund... 
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    AdamsBrown, LLC

    Overland Park, KS
    2 days ago
  • Mercantil Commerce Bank is seeking a full-time Wealth Management Bill Pay Associate in Kansas City. The role involves timely processing of bill payment transactions and building client relationships. Ideal candidates will have a Bachelor's degree in Finance or Accounting... 
    Hourly pay
    Full time

    Mercantil Commerce Bank

    Kansas City, MO
    3 days ago
  •  ...construction, together we are building a world of difference....  ...days of employment based upon manager discretion, job performance and...  ...Our comprehensive benefits portfolio is a key component of this commitment...  ...and effective solutions for clients. BVH, Inc., its... 
    Full time
    Part time
    Work experience placement
    Work at office
    Relocation
    Visa sponsorship
    Flexible hours

    Black & Veatch

    Overland Park, KS
    13 hours ago
  •  ...firm committed to helping our clients realize their most critical...  ...advanced technology industries to build the future of manufacturing...  ...negotiation and risk management for Design Group's design and...  ...recognize that people come with a wealth of experience and talent beyond... 
    Full time
    Contract work
    Work experience placement

    Barry-Wehmiller

    Kansas City, KS
    13 hours ago
  •  ...Career Track (81881) - Associate Commercial Banking (...  ...BOK Financial Private Wealth, Inc. BOKF, NA operates...  ...Cavanal Hill Investment Management, Inc. BOKF, NA...  ...grit, and the ability to build authentic relationships...  ...helped fuel the success of clients and communities. Since... 
    Rotational program
    Work at office
    Local area

    BOK Financial

    Kansas City, MO
    3 days ago
  •  ...advisory and technology for our clients. We are committed to hiring...  .... Workplace Experience Associate What this job involves: As...  ...team-oriented environment and build positive working relationships...  ...organizational skills with the ability to manage multiple responsibilities in... 
    Daily paid
    Work at office
    Monday to Friday

    Jones Lang LaSalle IP, Inc.

    Overland Park, KS
    2 days ago
  • $19.23 - $38.47 per hour

     ...spring/summer 2027Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part...  ...system allows you to effectively manage your portfolio with confidence....  ...Disabled\\VeteranBenefitsYour Health, Wealth and SelfYour total wellbeing is... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Remote work
    Worldwide
    1 day per week

    C.H. Robinson Worldwide

    Kansas City, MO
    2 days ago
  • $19.23 - $38.47 per hour

    C.H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long‑term, trusted relationships. In this role, you will leverage AI‑powered tools to simplify quoting, planning, and scheduling—so you can focus on selling... 
    Hourly pay
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    C.H. Robinson Worldwide

    Kansas City, MO
    4 days ago
  •  ...exceptional experiences for clients? At J BLACK FINANCIAL...  ...through comprehensive wealth management. We are seeking an Associate Financial Planner who is...  ...allocation analysis, generate portfolio reports, assist with...  ...& Career Growth – Build knowledge of JBFG's wealth... 
    Temporary work
    Flexible hours

    J. Black Financial Group

    Leawood, KS
    4 days ago
  •  ...firm is seeking an experienced Private Wealth Associate to join its sophisticated private...  ...offices and contribute to sophisticated client engagements involving high-net-worth individuals...  ...offices and practice areas. Managing multiple client matters while maintaining... 
    Private practice
    Work at office
    Immediate start

    MB Attorney Search LLC

    Kansas City, MO
    4 days ago
  • $84.3k - $155.4k

     ...awareness of requirements and status associated with assigned contracts. Effectively, manages personal portfolio and advises account teams on...  ...a Specialist Lead, Government Client Contracts Management on the...  ...of work productAbility to build and sustain professional relationshipsAbility... 
    Contract work

    Deloitte

    Kansas City, MO
    2 days ago
  •  ...Hospital seeks a compassionate Associate Veterinarian to provide high-...  ...and treat illnesses, manage surgeries and dental procedures...  ...treatment plans. The role includes client education, maintaining...  ...opportunities to grow while building lasting relationships with clients... 
    Local area

    Gardner Animal Hospital

    Overland Park, KS
    13 hours ago
  •  ...economies into cohesive strategies. As a Managing Associate, you'll be at the heart of our...  ...uncover growth opportunities, boost client and advisor engagement, and champion...  ...office provides the protection and planning strategies necessary to help build and preserve wealth.... 
    Work at office

    Guardian Kansas City

    Overland Park, KS
    3 days ago
  • Consulting Senior Associate, Environmental Health and...  ...alongside experienced Project Managers and Partners,...  ...sustainable outcomes for clients and communities. Why...  ...across diverse client portfolios. At ERM, you won’t just...  ...execute tasks—you’ll build expertise, collaborate... 
    Internship
    Work at office
    Local area

    Seeds Renewables

    Overland Park, KS
    1 day ago
  •  ...Search LLC is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of...  ...approximately 4-8 years of experience, enjoys developing long-term client relationships, solving sophisticated planning #J-18808-... 
    Remote job
    Private practice
    Work at office
    Flexible hours

    MB Attorney Search LLC

    Kansas City, MO
    4 days ago
  • As a tax associate, you will work directly with the tax...  ...statements Maintain client paper files and electronic...  ...compliance, practice management, etc. Respond to...  ...presentation skills Mariner Wealth Advisors is a top-...  .... We are dedicated to building a diverse culture where... 
    Work at office

    Mariner

    Overland Park, KS
    4 days ago
  • $100k - $170k

     ...than 40 countries. We solve clients’ problems and help them...  ...results at their portfolio companies. Professionals build deep functional skills and...  ...Services CDD/Strategy Interim Management M&A Services...  ...Will Contribute As a Senior Associate in Transformation Services... 
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Leawood, KS
    2 days ago
  • $100k - $170k

    Senior Associate, Supply Chain - Distribution & Logistics...  ...to solving our clients’ problems and assisting...  ...operating results at their portfolio companies. Our...  ...Improvement Interim Management M&A Services CFO Services...  ...Client relationship building Excellent presentation... 
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Leawood, KS
    1 day ago
  •  ...The Associate Corporate Counsel will provide legal support across a broad range of corporate...  ...in the aerospace, defense, air traffic management, and transportation technology sectors,...  ...as well as international and commercial clients. This role will work closely with business... 
    Work at office

    Indra Avitech GmbH

    Overland Park, KS
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate: Build Client Portfolios. Be the first to apply!