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Lead Advisor

Competitive Lead Advisors Needed to Close the Deal

Relentless trailblazers, step right up. Are you a master networker who has friends in high places and dreams of the future that keep you up at night? Bring that entrepreneurial spirit to WR Wealth Planners, where there’s unlimited success to be uncovered.

Our mission is to change lives through financial planning and education to our clients. If you think you’re the beast that can bring in those client relationships and continuously change lives for the better, we’re the firm for you.

If money is all that matters to you, don’t waste your time. Our passion and unstoppable commitment to clients is what we do best and what makes us so great. We want someone committed to our team and helping us build a legacy for the people we care about most.

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Servicing Advisor

Detail-Oriented Servicing Advisors Wanted to Provide Superior Client Experience

Calling all dynamic communicators! We’re looking for Servicing Advisors to bring the client experience to the next level. Are you someone with the detail orientation of an accountant and the relationship-building skills of a master sales executive? The WR Wealth Planners team is for you.

You will assist your lead advisor in all client meetings and have a chance to be part of all the action and inner workings of the finance industry. Helping clients reach their financial and personal goals is your favorite part of the job, and you will often get to be the main point of contact with the best client base in mid-Missouri.

If you’re someone with a hunger to learn, the genuine desire to help people, and the motivation to be part of a team that shares the load in a fast-paced industry, you’re exactly who we’re looking for.

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Client Service Administrator

Friendly Face Needed to Deliver Excellence

We’re on the hunt for a Client Service Administrator forged of self-sufficiency and a detail-oriented nature. Someone who loves to be the face of their company and genuinely enjoys interacting with clients and being part of something big.

WR Wealth Planners is small but mighty. A firm on the move and blazing new trails. We take client responsibilities very seriously. Our visionary approach means having a holistic game plan for gains and unwavering commitment to accuracy and timely execution when it comes to managing our clients’ most important asset — their money. Our work has purpose because future generations depend on us to always do the right thing.

You’ll be the front line to ensure our guests are welcomed with five-star treatment and that protocols are established. You’ll assist our investment team in keeping our service engine running. You will not be bored. You will learn the ins-and-outs of what it takes to run a successful business.

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Finance Intern

Driven Young Talent Wanted to Assist with Handling the Details and Learning the Ropes

Are you a go-getter? When questions are asked in class, does your hand immediately shoot up? Does the desire to kickstart your career keep you up at night? If you just shouted yes to those three questions, WR Wealth Planners wants you as our next Finance Intern.

We take the internship to the next level. Get ready for a fast-paced behind the scenes experience that will teach you the skills you need to make it in this industry. You’ll get to exercise your detailed nature when helping with wealth plans, use your analytical problem-solving skills to help serve clients, and most importantly, get a chance to learn the most cutting-edge technology the finance industry has to offer. Get ready to get your future started and join the WR Wealth Planners team today!

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Disclosure: Investment Advisory Services offered through WR Wealth Planners, a Registered Investment Advisor. Learn More.
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