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Grant Capital · 2 days ago

Associate / Wealth Advisor / Senior Wealth Advisor

KC Metro Area

Full-time

Onsite

Mid, Senior Level

2+ years exp

Grant Capital is hiring a client-facing Wealth Advisor to serve as their internal subject matter expert in tax planning, strategic lending, and charitable giving. This role focuses on designing and presenting high-impact planning strategies to deepen client relationships and support firm growth within a team-based wealth management model.

FinanceFinancial ServicesRetirement

Responsibilities

Serve as the firm’s subject matter expert in:

Tax planning and tax-efficient strategies

Securities-based lending (SBLOC) and liquidity planning

Charitable giving strategies and implementation

Design and lead tax and capital strategies that reduce lifetime tax exposure and preserve long-term investment plans

Collaborate with senior advisors on complex client cases

Prepare and present clear, client-ready planning recommendations

Support implementation of approved strategies

Deliver proactive, high-touch planning support

Identify planning opportunities and introduce firm capabilities in a consultative, trust-based manner

Qualification

Tax planningSecurities-based lendingCharitable giving strategiesCFP® certificationSeries 65Client-centered approachCollaborative skillsCommunication skills