Hybrid Associate Financial Advisor - Growth Path to Service Advisor

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

Job summary

CMC Recruiting seeks an Associate Advisor for a boutique wealth management client in Woburn, MA. This hybrid role supports Lead Advisors, prepares client meetings, and guides planning conversations while developing toward greater client responsibility.

The two-year development path emphasizes hands-on planning, client relationships, and collaboration across advisory, planning, and operations teams, with CFP encouraged for advancement.

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 interest in financial planning and a long-term career as a financial advisor.
• Proactive, organized, and detail-oriented.
• Strong written and verbal communication skills.
• Ability to take ownership of client and advisor follow-through.
• Collaborative across advisory, planning, and operations teams.
• CFP certification strongly encouraged for advancement.

Responsibilities

• Support Lead Advisors in managing an assigned group of up to ~200 client relationships.
• Conduct thorough case reviews before client meetings and prepare planning materials.
• Ensure Lead Advisors are prepared for client meetings.
• Prepare and update planning documents, questionnaires, presentations, and materials.
• Identify missing information and opportunities for planning improvements.
• Finalize meeting notes and CRM documentation.
• Coordinate client needs across Advisory, Planning, and Operations teams.
• Maintain accurate client information across CRM and planning folders.

Skills

Financial planning experience

Wealth management experience

Client communication

Tools

Series 7 license

Life & Health Insurance license

CFP certification encouraged

Job description

CMC Recruiting seeks an Associate Advisor for a boutique wealth management client in Woburn, MA. This hybrid role supports Lead Advisors, prepares client meetings, and guides planning conversations while developing toward greater client responsibility.

The two-year development path emphasizes hands-on planning, client relationships, and collaboration across advisory, planning, and operations teams, with CFP encouraged for advancement.