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Business Operations Manager at Gentry Private Wealth
Job Description
Inherit a book of high-net-worth clients and help grow the next chapter of our firm.
Gentry Private Wealth, a boutique wealth management firm based in Wichita, KS, is hiring an experienced Financial Advisor to take over and grow an existing book of high-net-worth clients. This is a key, in-person role designed for an advisor who excels at relationship management and is motivated to build on a strong foundation through referrals, networking, and community engagement.
We manage over $300 million in client assets across 245 households, with comprehensive financial planning and investment management delivered in partnership with GoalVest Advisory, our institutional-caliber investment partner in New York City.
If you're an entrepreneurial advisor looking to grow within a collaborative, client-first team, we want to talk to you.
What Youll Do
- Serve as the lead advisor to an existing book of high-net-worth clients.
- Deliver comprehensive financial planning: tax, retirement, estate, insurance, and cash flow.
- Communicate investment strategy, asset allocation, and portfolio performance.
- Proactively grow your book of business through warm referrals, professional networks, and community involvement.
- Collaborate with our client service, planning, and investment teams to deliver a seamless client experience.
- Stay current on financial planning strategies, markets, and regulatory changes.
What Were Looking For
- Minimum of 4 years of experience as a financial advisor or wealth manager.
- Proven track record of managing relationships and building trust with clients.
- Demonstrated success in business development or client acquisition.
- Bachelors degree in finance, economics, or related field.
- Experience working in an RIA or fee-only environment preferred.
This Role Requires
- Full-time, in-person presence in Wichita, KS
- Total compensation range: $100,000 $200,000 , based on experience and production
- Medical, Dental, and Vision insurance
- 401(k) with company match + Profit Sharing
- Paid Time Off and Holidays
- Clear path for growth and leadership
About Gentry Private Wealth
Were a locally owned Registered Investment Advisor committed to serving successful individuals, business owners, and institutions with customized wealth planning and investment strategies. With deep local roots and a national-caliber investment partnership, we combine personalized service with forward-thinking financial solutions.
How to Apply
Email your resume and a short cover letter to . Wed love to hear about your experience, your career goals, and why youre interested in joining our Wichita-based team.
Gentry Private Wealth is an Equal Opportunity Employer.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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