Financial Planning Associate

Financial Planning Associate

Gentry Private Wealth | Wichita, Kansas

Job Type: Full-time, In-person

Compensation: $65,000–$80,000 annually, depending on experience, plus bonus and benefits

About Gentry Private Wealth

Gentry Private Wealth is an independent Registered Investment Advisory firm in Wichita, Kansas, providing comprehensive financial planning and personalized wealth management. We build long-term relationships with our clients and deliver thoughtful advice tailored to their goals.

Position Overview

As our firm grows, we are seeking a Financial Planning Associate to support our advisors in preparing financial plans, analyzing client information, and coordinating planning activities.

This is an excellent opportunity for someone early in their financial planning career who enjoys analytical work and wants to build expertise within an independent wealth management firm.

Key Responsibilities

Financial Planning Support

• Assist advisors in preparing and updating comprehensive financial plans in eMoney.
• Gather, organize, and analyze client financial information, maintaining accurate planning data.
• Prepare retirement projections, cash flow analyses, and other financial planning reports.
• Research investment, retirement, insurance, tax, and estate planning topics to support advisor recommendations.
• Gain exposure to planning for business owners and high-net-worth families, including tax and real estate considerations.

Advisor Support & Workflow

• Prepare planning materials for client meetings and assist advisors with follow-up activities.
• Track outstanding planning items through completion, maintaining accurate records in the firm’s CRM.
• Coordinate with the client service team on planning-related requests.
• Build proficiency in financial planning software, internal processes, and industry best practices.
• Contribute to improving planning workflows and team efficiency.

Qualifications

Required

• Bachelor’s degree in finance, financial planning, accounting, economics, or a related field, or equivalent experience.
• Strong analytical, organizational, and communication skills, with excellent attention to detail.
• Proficiency with Microsoft Office, particularly Excel and financial planning software.

Preferred

• 0–3 years of experience in financial services, financial planning, or wealth management.
• Coursework toward or commitment to pursuing CFP® certification (FPQP™ a plus).
• Familiarity with eMoney, Charles Schwab & Co., or CRM software.
• Internship or work experience at a Registered Investment Advisory firm.

Ideal Candidate

We are looking for someone who:

• Is detail-oriented, organized, and enjoys working with numbers and solving problems.
• Takes ownership of completing assignments accurately and on time.
• Is receptive to feedback and committed to continuous learning.
• Is genuinely interested in building a long-term career in financial planning.

Compensation & Benefits

• Annual retention bonus opportunity of up to 5% of base salary, based on firm-wide client retention.
• Annual profit-sharing contributions, based on firm performance and plan eligibility.
• Paid time off and additional employee benefits.
• Support for professional development and industry certifications.
• Opportunity to learn from experienced financial advisors.
• Potential for continued career growth within the firm.

How to Apply

Please submit your resume through Indeed. We encourage recent graduates, early-career financial professionals, and individuals pursuing careers in comprehensive financial planning to apply.

Gentry Private Wealth is an equal opportunity employer. We consider qualified applicants without regard to protected characteristics under applicable law.