Client Services Associate

About VestGen Wealth Partners:

VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their practices, achieve long-term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.

Job Summary:

We are seeking a highly organized, resourceful, Client Service Associate with at least 3 years of experience in the financial services sector to support a Financial Advisor and the broader wealth management team in our Kirkwood, MO location. This position will be client-facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision. The ideal candidat...