Associate Wealth Management Advisor

CMC Recruiting; Leawood (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with employer match

Health insurance

Disability insurance

Paid time off

Job summary

CMC Recruiting is seeking an Associate Service Advisor for a boutique wealth management client. The role centers on supporting the advisory team, coordinating client service activities, and contributing to a high-quality client experience.

Ideal candidates are highly organized, meticulous, and discreet with a client-first mindset. The position offers exposure to the full wealth management process and a path toward greater advisory responsibilities over time, with a base salary plus

Qualifications

• 3–5+ years in wealth management or financial services.
• Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus.
• Experience with financial planning concepts, investments, or insurance.

Responsibilities

• Serve as a primary client service contact and respond promptly and accurately to requests.
• Support preparation, execution, and follow-through for client meetings and materials.
• Coordinate with internal and external partners to ensure workflows and documentation are complete.
• Maintain detailed client records and capture key takeaways during meetings.
• Assist advisors in delivering a consistent, high-quality client experience.

Skills

Organizational skills

Attention to detail

Professional communication

Discretion and confidentiality

Self-motivation and ownership

Tools

CRM systems

Microsoft Office

Google Workspace

Job description

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Key Responsibilities

Client Experience & Execution

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendas
• Participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience

Operations & Internal Coordination

• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

Qualifications

• Strong organizational skills with ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Clear and professional communication skills (written and verbal)
• Ability to operate with discretion and maintain confidentiality
• Self-motivated with strong ownership and follow-through

Preferred

• 3–5+ years of experience in wealth management or financial services
• Familiarity with financial planning concepts, investments, or insurance
• Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus
• Experience with CRM systems and Microsoft Office / Google Suite
• Base salary + performance-based bonus
• Clear career path with growth opportunities
• 401(k) with employer match
• Health and disability insurance
• PTO + parental leave
• Team events and a strong, collaborative culture