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Associate Wealth Advisor
- Wichita, Kansas, United States
- Wichita, Kansas, United States
À propos
Your Future Team
6 Meridian is a Wichita, KS-based registered investment practice founded in 2016. In 2021, 6 Meridian entered into a partnership agreement with Hightower, a move that provided 6 Meridian with resources for business acceleration, talent development and operational infrastructure to continue their strong, steady growth. Our 35 professionals have worked together for decades, serving over 800 households with $5 billion of assets under custody as of December 2025. In addition to investment management, 6 Meridian also provides wealth advisory services to high-net-worth individuals and institutions. Our mission is clear: Improve the financial lives of our clients by utilizing advanced investment management techniques, wealth planning resources, and superb relationship management.
What You'll Do
As a Associate Wealth Advisor, you will be responsible for leading and supporting all aspects of managing client relationships including preparation of financial plans and reports, reviewing portfolio performance and allocations, and completing projects as assigned by management. Over time, an Associate will gain an understanding of individual client relationships and eventually provide proactive support to clients as well as senior advisors.
- Client Service & Coordination:
Partner with lead advisors to manage client communications, produce customized reports, and support onboarding and
Compétences linguistiques
- English
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