Hybrid Associate Financial Advisor: Grow Into Lead Advisor

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

Job summary

CMC Recruiting's client, a boutique wealth management firm in the Woburn, MA area, is seeking an Associate Advisor to support Lead Advisors and develop toward greater client relationships. This entry-level role offers a two-year developmental path toward becoming a Service Advisor and involves thorough meeting prep, planning support, and proactive client communication.

The role emphasizes partnership with senior advisors, ownership of follow-through, and ongoing growth in financial planning

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.
• Strong written and verbal communication skills.
• Collaborative approach across advisory, planning, and operations teams.

Responsibilities

• Support Lead Advisors in managing an assigned group of up to approximately 200 client relationships.
• Conduct thorough case reviews before client meetings, including reviewing the client's financial picture, recent activity, outstanding items, and planning considerations.
• Ensure Lead Advisors are fully briefed and prepared for client meetings.
• Prepare and update planning documents, client questionnaires, presentations, screenshots, and other meeting materials.
• Proactively identify missing information, potential issues, and financial planning opportunities.
• Finalize meeting notes, CRM documentation, and client follow-up communication.
• Respond to appropriate client questions and proactively follow up on outstanding information or action items.
• Coordinate client needs and action items across the Advisory, Planning, and Operations teams.
• Maintain accurate and organized client information across the CRM, planning folders, spreadsheets, and internal tracking tools.
• Update asset, account, and planning information as client circumstances change.
• Assist with client servicing and planning conversations involving 401(k)s, deferred compensation, HSAs, company stock, and other routine financial planning needs.
• Serve as a knowledgeable and responsive resource for clients between meetings.
• Develop a deeper understanding of the reasoning behind financial planning recommendations.
• Work closely with experienced advisors to strengthen financial planning knowledge, client communication skills, and advisor judgment.
• Take on increasing client-facing responsibility as knowledge and experience develop.
• Demonstrate strong ownership and follow-through to ensure client and internal action items are completed.

Education

Life & Health Insurance license

Series 7 license

Job description

CMC Recruiting's client, a boutique wealth management firm in the Woburn, MA area, is seeking an Associate Advisor to support Lead Advisors and develop toward greater client relationships. This entry-level role offers a two-year developmental path toward becoming a Service Advisor and involves thorough meeting prep, planning support, and proactive client communication.

The role emphasizes partnership with senior advisors, ownership of follow-through, and ongoing growth in financial planning