Emerging Wealth Advisor - Hybrid, Client-Facing

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

Job summary

CMC Recruiting is seeking an Associate Advisor in a hybrid role based in Woburn, MA. You will support Lead Advisors, prepare planning materials, and help manage client meetings while developing toward greater responsibility as a Service Advisor.

The path is approximately two years, with opportunities to lead client conversations and ownership of follow-through. Licenses required include Series 7 and Life & Health Insurance; CFP encouraged for advancement.

Qualifications

• Has 1–2 years of experience in financial planning, wealth management, or related advisory role.
• Licenses: Life & Health Insurance license and Series 7.
• CFP certification strongly encouraged for advancement.
• Candidates should be proactive, organized, and detail-oriented with strong communication.
• Ability to interact directly with clients and take ownership of follow-through.

Responsibilities

• Support Lead Advisors in managing up to ~200 client relationships.
• Prepare and update planning documents, client questionnaires, and presentations.
• Brief and prepare Advisors for client meetings; ensure thorough meeting notes and follow-up.
• Coordinate client needs across Advisory, Planning, and Operations teams.
• Maintain accurate CRM data and planning material folders; update as client circumstances change.
• Assist with planning conversations involving 401(k)s, deferred compensation, HSAs, and company stock.

Skills

Communication

Client relationships

Proactive

Organized

Attention to detail

Ownership

Education

Series 7 license

Life & Health Insurance license

CFP certification encouraged

Tools

CRM software

Excel

PowerPoint

Job description

CMC Recruiting is seeking an Associate Advisor in a hybrid role based in Woburn, MA. You will support Lead Advisors, prepare planning materials, and help manage client meetings while developing toward greater responsibility as a Service Advisor.

The path is approximately two years, with opportunities to lead client conversations and ownership of follow-through. Licenses required include Series 7 and Life & Health Insurance; CFP encouraged for advancement.