Mattern Wealth Management LLC, is an independent, Registered Investment Advisory Firm (RIA) in Lawrence, KS. We provide fee-only wealth management services to individuals, families, business owners, trusts, institutions, charitable foundations, and retirement/profit-sharing plans. Our Mission is to help people make sound financial decisions that enable them to achieve their goals and live life to the fullest. We are committed to attracting, developing, and retaining top talent with a client-first attitude and a servant's heart.
MWM seeks associates who share our core values of humility, motivation, and integrity. Could this be you? If so, you'll enjoy our supportive work environment, our reputation for excellence, working with established clients, and extensive growth potential with career paths to help you reach your personal and professional aspirations.
Job Summary
Excellent opportunity within the Wealth Management Industry. Looking for a highly motivated individual who is interested in a long-term opportunity helping shape an already successful financial planning practice. This is an entry-level support role on the client account management team. Responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries.
Key Accountabilities:
In this role, your client service responsibilities include:
Your technology responsibilities include:
Qualifications
We seek candidates who:
Education, Experience, Licenses, and Designations
We seek the following in our client service associates:
Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected.
Thank you!
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Expected hours: 40 per week
Benefits:
Physical setting:
Schedule:
Ability to commute/relocate:
Education:
Language:
License/Certification:
Work Location: In person
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