Available Positions

Modern Wealth Management has a number of career
opportunities open. Find available positions below.

Concierge Specialist

Are you an outgoing, highly organized person with an ability to multi-task and prioritize? If so, this job may be for you!

The Concierge Specialist is a highly critical role as the first point of contact for prospective clients. This individual is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concierge Specialist gathers preliminary client data to build a baseline financial plan and introduces the prospect to their advisory team. This role is critical to advisor success and client experience.

This is the perfect opportunity to begin your career in the financial advisory industry and build your knowledge and experience. We offer a robust career path, and the Concierge Specialist is the first step to becoming a Financial Advisor.

Proactive outreach to prospective clients via phone
Clearly and effectively present the firm philosophy and service offerings
Answer questions about the firm, service offerings and Advisory Teams
Gather information from the prospective client and schedule a meeting with an Advisory Team
Provide constant communication and support to the Advisory Team throughout the prospecting journey
Prepare and participate in prospect meetings with Advisory Team and follow up on action items

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Requirements:

Positive attitude
Adaptability to frequent change
Willingness to learn, contribute to organizational growth
Highly organized and communicative
Prioritizes work and adheres to established turnaround times and deadlines
Enjoy meeting and engaging new prospective clients and advisors
Strong verbal and written communication skills focused around illustrating financial concepts, strategies, and topics
Displays patience and empathy both verbally and in writing when communicating with prospective clients
Effectively communicates with cross functional team members within the department and across the organization both verbally and in writing
Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work independently and accurately in a fast-paced environment

Preferred:

General knowledge of financial advisory business and/or willingness to learn
Bachelor’s degree preferred

Benefits:

Medical, Vision, Dental, and Life Insurance
Company matched 401k
Paid vacation, market holidays

Modern Wealth Management is a “modernized” financial advisory firm that utilizes a team approach to provide a full suite of responsive services and offers a strong career path for like-minded next-gen advisors. We are based in Lenexa, KS, with locations in Lee’s Summit, MO, North Kansas City, Troy, MI, Bingham Farms, MI, and Monterey, CA.

A nationally registered investment advisory (RIA) firm, we pride ourselves on reimagining the delivery of financial advice, designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more.

***To apply for this position, please take the time to fill out our Culture Index Survey and attach your resume: https://go.apply.ci/s/A5B64A0000

For more information, please see our website: https://www.modwm.com/ or find us on LinkedIn.

Investment advisory services are offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

Client Service Specialist

Would you describe your work product as accurate, thorough, and exact? Are you proactive and driven to solve problems with data? Are you a highly detailed multi-tasker who enjoys variety in their work? Is your communication style factual and professionally social? Do you possess a high internal sense of urgency? If this sounds like you, the below position may be perfect for you!

Primary Duties:

Responsible for accurately generating all account paperwork for prospects and clients using a combination of DocuSign and paper forms and collaborating with advisors on complex requests
Following up with clients or other financial firms on status or issues with account transfers
Responsible for the new account processes, including – working with operations assistant and billing team to ensure updates to client fees are processed correctly and with the necessary forms
Manage a queue of paperwork requests, following up with clients, and alerting the sales team of any issues
Monitor incoming and outgoing transactions within investment accounts.
Process client service requests and client review prep as assigned by sales teams.
Ensure fields in Salesforce are completed as needed
Process incoming deposits
Work in financial planning software to make updates as needed