Investment Advisory Associate
Recruiting Partner: James Barrineau
Overland Park, Kansas | Accounting & Finance | Not Remote | $60,000 to $75,000 | Job ID: 173996
Job Summary
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Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time.
This role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative, high-touch environment.
What You’ll Do
- Support financial planning and retirement strategies
- Assist with portfolio analysis and reporting
- Participate in client meetings and relationship management
- Conduct investment research and support planning recommendations
What We’re Looking For
- 3–5+ years in financial services
- Experience in financial planning, wealth management, or client service
- Bachelor’s degree (finance, accounting, or related)
- Strong communication skills and interest in client-facing work
- Licensing (Series 7/65/63) or willingness to obtain
Why Join
- Clear path to Investment Advisor Representative
- Direct mentorship from senior advisor
- Strong client exposure and long-term growth
- Collaborative, boutique firm environment
Compensation & Benefits
- $60K–$75K base + variable compensation
- Health, dental, and vision insurance
- Career growth and advancement opportunities
- Hands-on mentorship and development support
- Flexible, small-team environment
Interested or know someone who might be a fit? Feel free to reach out or apply directly.
JOB ID: 173996
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James Barrineau
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Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
