Associate Financial Advisor — Hybrid, Growth Path

CMC Recruiting; Woburn (MA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

CMC Recruiting is assisting a boutique wealth management client in Woburn, MA. The Associate Advisor will support Lead Advisors, help prepare client meetings, and participate in planning conversations, with a developmental path toward a Service Advisor role.

The role emphasizes thorough meeting preparation, client communication, and follow-through after meetings, enabling growth into greater client relationships.

Qualifications

• 1–2 years of experience in financial planning, wealth management, or a related advisory role.
• Life & Health Insurance license required.
• Series 7 license required.
• CFP certification strongly encouraged for advancement into additional advisor roles.
• Strong written and verbal communication skills; proactive and organized.

Responsibilities

• Support Lead Advisors with up to ~200 client relationships.
• Prepare and review client meeting materials and planning documents.
• Brief Lead Advisors before client meetings and ensure readiness.
• Update planning documents, questionnaires, and presentations.
• Identify missing information and opportunities for financial planning.

Skills

Financial planning

Client communication

Attention to detail

Proactive approach

CRM proficiency

Education

Series 7 license

Life & Health Insurance license

CFP certification encouraged

Tools

CRM software

Job description

CMC Recruiting is assisting a boutique wealth management client in Woburn, MA. The Associate Advisor will support Lead Advisors, help prepare client meetings, and participate in planning conversations, with a developmental path toward a Service Advisor role.

The role emphasizes thorough meeting preparation, client communication, and follow-through after meetings, enabling growth into greater client relationships.