Wealth Management Associate – Client Service

Wealth Management Associate – Client Service

Derby, KS | Full-time | $65k - $80k Base | Annual performance bonus eligibility benefits

The Opportunity

Build your wealth management career with an established financial-services organization that values personal service, collaboration, and employee development.

As a Wealth Management Associate, you’ll help advisors deliver a consistent experience for high-net-worth individuals and families. Your focus will be client service, onboarding, and advisor support, with opportunities to learn from colleagues across investment management and financial planning.

Your Responsibilities

• Serve as a reliable point of contact for client questions and service requests.

• Coordinate onboarding information and help clients get comfortable with digital resources.

• Keep client information current and document activity and next steps in Salesforce.

• Proactively follow up with clients and coordinate outstanding needs across internal teams.

• Organize appointments and provide day-to-day administrative support to Private Wealth advisors.

Your Background

• Experience working with high-net-worth individuals and families.

• 2 years of related experience preferred, including wealth client service, investment support, private banking, or trust services.

• Proficiency with Salesforce, Microsoft Office, and AI tools.

• Ability to manage competing requests, maintain accurate records, and follow through.

• Series 65 already held or obtained within the first 120 days of employment. Continued employment depends on satisfying this requirement.

• Bachelor’s degree preferred.

What Makes This Opportunity Appealing?

• Compensation up to approximately $80,000 DOE, open to discussion based on experience.

• Annual performance bonus eligibility and comprehensive benefits.

• Medical, dental, vision, 401(k), paid time off, and paid holidays.

• A collaborative environment with training, mentorship, and professional development.

• Meaningful work supporting clients and helping advisors stay responsive to their needs.

Submit your resume to explore how your client-service experience could fit this opportunity.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com