OMNI is honored to be retained by Buttonwood Financial Group, LLC in their search for their next Wealth Management Strategist (WMS). Buttonwood Financial Group, LLC is a fiduciary focused Multi-Family Wealth management firm, located in the heart of Kansas City, that specializes in placing financial planning professionals with leading wealth management firms nationwide.
Reporting to the Advisory Department, this position provides financial planning and investment management support to the firm’s Lead and Senior Advisors. The WMS will work with clients and client accounts as well as work closely with advisors coordinating delegation of non-advisory tasks to the Client Services Team. With supervision from higher-level advisors, the WMS has the ability to advise and make recommendations to clients about financial plans and investments.
OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.