Job Description: Wealth Planner

Location: St. Joseph, MO

About Nold Bryant

Nold Bryant is a planning-led wealth management firm committed to delivering thoughtful, personalized advice rooted in long-term relationships. We exist to serve our clients with clarity, care, and consistency—helping them make wise decisions across all areas of their financial lives. Our culture is collaborative, client-first, and growth-oriented, and we believe the best outcomes happen when great advisors are supported by a strong team.

Position Overview

The Wealth Planner serves as the primary advisor and relationship manager for a defined group of clients while also contributing to the firm’s organic growth. This role owns client relationships end-to-end—leading planning conversations, providing ongoing advice, coordinating implementation, and ensuring an exceptional client experience.

In addition, the Wealth Planner plays an active role in attracting new clients through relationship-based business development. Growth is expected to come primarily through trusted relationships, including centers of influence, referrals, and thoughtful marketing and networking efforts aligned with the firm’s values.

While supported by a team of planners and operations professionals, the Wealth Planner is the main point of accountability for client outcomes, retention, satisfaction, and growth.

Client Leadership & Relationship Ownership

Serve as the primary advisor for assigned client relationships

Lead all client meetings, including discovery, plan delivery, and ongoing review conversations

Build and sustain long-term, trust-based relationships with clients and families

Be accountable for client retention, satisfaction, and overall experience

Act as the main point of contact for client questions, decisions, and guidance

Financial Planning & Advice

Develop, deliver, and oversee comprehensive financial plans across investments, retirement, tax strategy, risk management, and estate considerations

Analyze client data and translate complex financial concepts into clear, actionable recommendations

Provide proactive advice as clients’ lives, goals, and circumstances evolve

Conduct tax-aware analysis including tax gain/loss planning and coordination with client CPAs as appropriate

Business Development & Growth

Contribute to the firm’s growth through relationship-based prospecting and referrals

Strengthen and expand relationships with existing centers of influence (CPAs, attorneys, business owners, and other professionals)

Identify and develop new centers of influence aligned with the firm’s ideal client profile

Participate in marketing, networking, and community engagement activities that support long-term growth

Clearly articulate the Nold Bryant philosophy and value proposition to prospective clients and referral partners

Team Collaboration & Execution

Work closely with Associate Wealth Planners and operations team members to ensure seamless execution of client service

Delegate and oversee follow-up tasks while maintaining accountability for outcomes

Partner with internal team members to prepare for meetings and implement planning recommendations efficiently

Client Experience & Firm Standards

Ensure clients consistently receive a best-in-class experience aligned with Nold Bryant’s values

Maintain accurate and timely documentation in CRM systems

Uphold compliance standards and contribute to a well-run, organized practice

Participate in firm initiatives and special projects that improve the client experience, planning process, or growth efforts

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field

CFP certification completed or in progress strongly preferred

3–7 years of experience in financial planning, wealth management, or a related advisory role

Demonstrated ability to lead client relationships with confidence and professionalism

Experience or interest in relationship-driven business development

Strong analytical, organizational, and problem-solving skills

Excellent verbal and written communication abilities

Self-directed, dependable, and team-oriented

What We Offer

Competitive compensation and benefits package including health insurance, dental insurance, paid time off, and 401(k)

A planning-centric, relationship-driven advisory environment

Strong internal team support that allows you to focus on advice, relationships, and growth

Opportunities for professional growth, leadership development, and continuing education

A collaborative culture aligned around serving clients well

How to Apply

If you are passionate about financial planning, enjoy building meaningful relationships, and are excited to contribute to both client success and firm growth, please send your resume and cover letter to christian@noldbryant.com.

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off

Work Location: In person

Nold Bryant

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