Associate Service Advisor

Location: Leawood, KS (In Office)Compensation: $60,000 - $80,000 baseOverview: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 deliver a high-quality, detail-driven client experience.This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.Key Responsibilities:Client Experience & Execution:Serve as a primary point of contact for client service needsEnsure timely, accurate, and thoughtful responses to client requestsManage follow-through and coordinate across internal and external partnersMaintain detailed and accurate client records and documentationAdvisor & Meeting Support:Prepare meeting materials, reports, and agendasParticipate in client meetings and capture key takeawaysEnsure all action items and next steps are executedSupport advisors in delivering a consistent, high-quality experienceOperations & Internal Coordination:Assist with servicing investment and risk management strategiesSupport account maintenance and insurance coordinationPartner with team members to ensure workflows are completed without gapsIdentify and contribute to process improvementsQualifications:Bachelor's degree preferredStrong organizational skills with ability to manage multiple prioritiesHigh attention to detail and commitment to accuracyClear and professional communication skills (written and verbal)Ability to operate with discretion and maintain confidentialitySelf-motivated with strong ownership and follow-throughPreferred:3-5+ years of experience in wealth management or financial servicesFamiliarity with financial planning concepts, investments, or insuranceLife & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plusExperience with CRM systems and Microsoft Office / Google SuiteCompensation & Benefits:Base salary + performance-based bonusClear career path with growth opportunities401(k) with employer matchHealth and disability insurancePTO + parental leaveTeam events and a strong, collaborative culture

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