Client Service Advisor — Private Wealth Advisory
martin financial group wichitaMarienthal, KS
Client Service Advisor — Private Wealth Advisory
martin financial group wichitaMarienthal, KS
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
About The Team:
At The Martin Financial Group, we partner with our clients and their professional teams with one common goal of providing the most genuine, transparent relationship possible. We believe in family and relationship building—not asset gathering. We strive to be at the center of our clients’ financial universe, partnering with their trusted advisors to create thoughtful, tailored plans for today, tomorrow, and generations to come. Together, we work to create the best possible future for our clients, their families, and their legacies.
The Opportunity:
We are seeking a Client Service Advisor to join our growing private client team in Wichita, KS. This role is an integral part of the advisory team, combining financial planning, client service, and execution. Working alongside our founder, you will help develop financial plans, analyze client opportunities, coordinate planning cases, and proactively support client relationships. The ideal candidate is warm, high-intellect, proactive, and passionate about delivering an exceptional client experience.
Key Responsibilities:
· Maintain client relationships.· Gather and analyze client financial information.· Prepare financial plans, recommendations, and client meeting materials.· Conduct financial modeling and scenario analysis.· Own the coordination and execution of planning cases.· Maintain momentum and follow-through on open client opportunities.· Coordinate proactive client service activities.· Serve as a second advisor on assigned client relationships.· Support and lead planning-related special projects.· Partner closely with Lead Advisors to deliver a seamless client experience.
What Success Looks Like:
· High-quality financial planning and analysis.· Consistent follow-through and case execution.· Exceptional, proactive client service.· Strong relationships with clients and advisors.· Increasing ownership and responsibility within the advisory team. Career Growth This is designed as a long-term career opportunity in private wealth management. As you develop your technical expertise, planning capabilities, and client relationships, there is an opportunity to advance into a leadership position with the firm. Required Licenses· SIE· FINRA Series 7· FINRA Series 63· Kansas Life Accident and Health
Preferred:
CFP®, ChFC®, RICP®, CLU®, WMCP®, LUTCF®, Life & Health Insurance License, PMP®, or other relevant financial planning/client service designations.
Qualifications:
· 3+ years in client management, private wealth, investment operations or adjacent· Bachelors degree (finance or accounting preferred)· Ability to commute to office in Wichita, KS· Experience with Northwestern Mutual or similar platforms ideal
Benefits:
· Salary: 90k-100k (commensurate with experience)· Discretionary bonus· Health, Vision and Dental Insurance· 401k + Employer Match· Wellness stipend· PTO
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JOB OVERVIEW
Experience level
Senior
Location
Marienthal, KS
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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