Wealth Management Associate

Company

MS Smith Barney

Where

West Des Moines, Iowa, United States of America

Level

Junior

First seen

October 31, 2026

Listed via

Workday

What the posting says

POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management…

Read more and apply on MS Smith Barney's site

More jobs like this

1. Consumer Investments Market Leader - Greater KC

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Kansas City · First seen Oct 23

   Save to apply

2. Registered Wealth Management Client Associate

   94-1687665 Bank of America, National Association · Kansas City · First seen Oct 8

   Save to apply

3. Wealth Planner

   94-1687665 Bank of America, National Association · Leawood · First seen Oct 8

   Save to apply

4. Wealth Planner

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Leawood · First seen Oct 8

   Save to apply

5. Personal Financial Counselor; Fort Riley, KS

   Magellan Federal · Fort Riley KS 66442 Fed Fort Riley MB · First seen Oct 6

   Save to apply

See all 16 Personal Financial Advisors jobs in Kansas City

A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for wealth management associate jobs in West Des Moines, Iowa, United States of America, new matches every morning on your own account.