Investment Advisory Associate
$60k - $75kNew Day Executive Search
Investment Advisory Associate
Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time.
This role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative, high-touch environment.
What You'll Do
- Support financial planning and retirement strategies
- Assist with portfolio analysis and reporting
- Participate in client meetings and relationship management
- Conduct investment research and support planning recommendations
What We're Looking For
- 35+ years in financial services
- Experience in financial planning, wealth management, or client service
- Bachelor's degree (finance, accounting, or related)
- Strong communication skills and interest in client-facing work
- Licensing (Series 7/65/63) or willingness to obtain
Why Join
- Clear path to Investment Advisor Representative
- Direct mentorship from senior advisor
- Strong client exposure and long-term growth
- Collaborative, boutique firm environment
Compensation & Benefits
- $60K$75K base + variable compensation
- Health, dental, and vision insurance
- Career growth and advancement opportunities
- Hands-on mentorship and development support
- Flexible, small-team environment
Interested or know someone who might be a fit? Feel free to reach out or apply directly.
New Day Executive SearchVacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Advisory Associate in Overland Park, KS vacancy
$60k - $75k
Our client, a boutique, client‑focused wealth management firm, is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time...SuggestedFlexible hours- A boutique wealth management firm is seeking an Investment Advisory Associate to join their team in Overland Park, Kansas. This role offers a unique opportunity to work closely with a senior advisor, focusing on financial planning and client interactions. Candidates should...Suggested
$100k - $150k
...Manager, Risk Advisory And Assurance Services | Ias, Government Certifications Join Aprio's Risk Advisory And Assurance Services... ...technical expertise to assess risks and control implementation associated with client environments handling CUI. Leading or supporting...SuggestedFull timeLocal areaRemote workFlexible hours- A leading financial advisory firm is seeking a licensed Financial Advisor to provide comprehensive wealth management and retirement planning services. This remote/hybrid role requires active Series 6 or 7, Series 63 or 66, and insurance licenses. Ideal candidates will...SuggestedRemote jobFlexible hours
- ...awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Summary The Investment Trading Associate supports the execution of trades and daily trading operations for client portfolios. This role helps ensure transactions...SuggestedLocal areaVisa sponsorshipWork visa
$68k - $70k
Position Summary The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with... ...services and investment strategy support to Focus Partners advisory community as well as other business lines. This position...Work experience placementWork at officeLocal areaRemote work2 days per week$85k
Investment Trading Associate — Onsite | Overland Park, KS | Up to $85K We’re hiring an Investment Trading Associate to join our fully onsite team in Overland Park, Kansas . This role is ideal for someone who thrives in a fast‑paced trading environment and wants hands‑on...- ...Investment Trading Associate At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other...
$51.62 per hour
...including the deployment of new technologies and tools for application security testing. Analyze and respond to security incidents, advisories, and alerts. Promote secure development practices and provide guidance to developers on secure coding. Work with end users...Full timeWork at officeRemote workMonday to FridayJohnson County Government
Olathe, KS4 days ago- Fireclay Partners is looking for an Investment Banking Analyst starting in Summer 2026 in Kansas City, MO. The role involves building financial models, creating client materials, and supporting buy-side and sell-side execution. Ideal candidates will have a Bachelor's degree...Summer workInternship
$68k - $70k
Focus Financial Partners in Missouri is seeking an Investment Strategy Associate to provide analytical services and portfolio support. The ideal candidate will engage with advisors, perform investment analyses using tools like Bloomberg, and help with investment policy...Work at officeRemote work- A leading risk advisory firm in Overland Park seeks an AVP - Cyber Analytics to spearhead the cyber analytics strategy. Responsibilities include leading client conversations on cyber risk, developing innovative analytics solutions, and training brokerage teams. Candidates...
$55k - $65k
Senior Credit Analyst Ace Retail Group (ARG), a division of Ace Hardware Corporation, is looking for individuals who strive for personal and professional growth and who want to work with a company founded on its solid Core Values of Winning, Excellence, Love, Integrity...Westlake Hardware
Overland Park, KS9 days ago- ...to use. The Team Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the... ...range of projects and solutions, focusing primarily on asset investment planning, risk assessment, value model development and business...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
Black & Veatch
Overland Park, KS9 days ago - Essential duties and responsibilities include the following: Assist with monthly reporting in relation to commercial loan portfolio concentrations, top exposure relationships, watchlist credits, Directors Loan Committee minutes, etc. Assist with the implementation of ...Work at office
- ...provide holistic financial solutions including financial planning, retirement planning, and investment strategies. This role involves building client relationships and delivering advisory services. The ideal candidate should have strong financial planning and investment...Full time
- ...providing holistic and comprehensive financial solutions to clients, including financial planning, retirement planning, investment strategies, and financial advisory services. Qualifications Financial Planning and Finance skills Retirement Planning expertise Knowledge of...Full time
$50k - $75k
...licenses, our client will work with you to secure the necessary investment licenses. If you are working at a larger investment firm and... ...Get into the weeds with the business side of a growing advisory firm Who this is for 3 to 5 years in financial services, banking...$61k - $119k
...building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning...Full timeContract workFor contractorsWork at office- ...of comprehensive wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...a personal relationship with their advisory team committed to their needs. We believe...Shift workDay shift
- A financial institution in Grandview, Missouri is seeking a professional to assist with credit analysis, loan underwriting, and monthly reporting for their commercial loan portfolio. Candidates should have a Bachelor’s degree and three to five years of relevant experience...Work at office
$55k - $65k
Overview Ace Retail Group (ARG) is a division of Ace Hardware Corporation that owns and operates several well-known Ace brands. ARG operates more than 250 neighborhood stores nationwide and maintains two headquarters in Overland Park, Kansas, and Farmington Hills, Michigan...$150k - $250k
...and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth... ...at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our...Full timeWork at officeLocal areaRemote workFlexible hours$125k - $150k
...and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior... ..., including retirement, estate, insurance, education, and investment planning. Analyze clients' financial information, including...Full timeWork at officeLocal areaRemote workFlexible hours- Consulting Manager, Asset Investment Planning Location: Overland Park, KS; Charlotte, NC; Dallas, TX; Jacksonville, FL; Austin, TX; Tualatin... ...an exceptional professional to join our Infrastructure Advisory organization as a Managing Consultant to deliver strategic asset...Work experience placementFlexible hours
- ...their Overland Park, KS office. This full-time hybrid role involves financial planning, insurance, finance, retirement planning, and investments. The ideal candidate will have a bachelor's degree in Finance, Economics, or Business, along with strong analytical and...Full timeWork at office
$20.6k - $114.4k
...Investment Advisor Proactive sales, business development, and ongoing relationship involvement... ...(brokerage, insurance, and investment advisory) services. Establish and execute sales... ...and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching...Work at officeLocal areaFlexible hours- ...annual revenues ranging from $100 million to $2 billion. Job Responsibilities Act as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining and deepening a portfolio of relationships. Act as the interface between our...Local areaFlexible hours
- Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive in Mid-Corporate Banking, your role is to act as an "individual...Local area
- ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage... ...Obtained insurance licenses Skills Account Management Advisory Client Experience Branding Customer and Client Focus...Temporary workWork at officeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisory Associate. Be the first to apply!
Related searches
- investment consultant Overland Park, KS
- investment advisor Overland Park, KS
- investment accountant Overland Park, KS
- investment strategist Overland Park, KS
- community investment Overland Park, KS
- investment coordinator Overland Park, KS
- investment firm Overland Park, KS
- investment Overland Park, KS
- investment operations Overland Park, KS
- investment writer Overland Park, KS