What are the responsibilities and job description for the Financial Planning Associate position at Gentry Private Wealth?
Financial Planning Associate
Gentry Private Wealth – Wichita, KS
Our Story
Gentry Private Wealth is a boutique wealth management firm headquartered in Wichita, KS. Our dedicated team of professionals, in collaboration with our wealth management partner, GoalVest, in New York City, manages over $300 million in client assets across 245 households.
Beyond investment management, we offer comprehensive wealth advisory services to high-net-worth individuals, business owners, and institutions. We take pride in our integrated approach, providing tailored strategies to address our clients' investment, tax, estate, charitable giving, business, and risk management needs.
Our Mission
To serve as responsible stewards of our clients’ wealth, helping them navigate their financial journey with confidence, clarity, and to fully realize the benefits of their wealth with customized solutions that align with their financial and lifestyle goals.
Why Join Gentry Private Wealth?
At Gentry Private Wealth, we foster a culture built on integrity, collaboration, and excellence in client service. We provide a supportive work environment, opportunities for professional growth, and a clear path for career advancement.
Position Overview
The Financial Planning Associate plays a key role in supporting Wealth Advisors by preparing for client meetings, coordinating with the service team, and ensuring all necessary documentation and follow-ups are completed efficiently. This role involves extensive use of financial planning software and requires strong organizational and relational skills to enhance the client experience.
We are seeking a motivated and detail-oriented financial professional with a minimum of two years of experience in financial planning. Recent college graduates with a degree in Financial Planning will be considered. A* CFP® certification is required; new graduates must pass the CFP exam within 6 months.*
Responsibilities
- Assist financial planners in preparing and maintaining comprehensive financial plans and client records, including planning recommendations.
- Engage with clients to gather necessary documentation and provide updates on their financial planning progress.
- Serve as the primary point of contact for clients, ensuring timely execution of tasks, prompt responses, and an exceptional client experience.
- Conduct client service work, addressing inquiries and resolving issues to enhance client satisfaction.
- Collaborate with team members to optimize operational processes and improve client service delivery.
- Ensure compliance with industry regulations and company policies.
Qualifications
- Minimum two years of experience in financial planning or a related field.
- Certified Financial Planner (CFP®) designation must be reached within 6 months of hire.
- Strong interpersonal and communication skills, with the ability to build rapport with clients.
- Exceptional attention to detail, organizational skills, and ability to manage multiple tasks simultaneously.
- Excellent written and verbal communication skills.
- Proficiency in financial planning software and Microsoft Office Suite.
What We Offer
- Medical, Dental, and Vision insurance coverage (effective first full month of employment)
- Paid Maternity Leave
- 401(k) Matching
- HSA Employer Contribution
- Profit Sharing
- Paid Time Off (PTO) and Paid Holidays
- Flexible Work Schedule
Gentry Private Wealth is an Equal Opportunity Employer.
How to Apply
Interested candidates should submit their resume and a cover letter detailing their relevant experience to office@gentry-wealth.com.
Job Type: Full-time
Pay: $65,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Vision insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Bachelor's (Required)
Ability to Commute:
- Wichita, KS 67206 (Required)
Ability to Relocate:
- Wichita, KS 67206: Relocate before starting work (Required)
Work Location: In person
Salary : $65,000 - $100,000
