Hybrid Private Wealth Associate | Client-Centric Planning

CMC Recruiting; Irvine (CA); Hybrid; USD 125,000 - 160,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

CMC Recruiting is hiring a Private Wealth Associate in Irvine, CA. This hybrid role involves delivering high-touch client service, managing client relationships, and supporting financial planning execution in collaboration with Lead Advisors.

The ideal candidate will have over 3 years of experience in wealth management or financial planning, strong communication skills, and a Bachelor's degree in Finance or a related field.

Qualifications

• 3+ years of experience in wealth management or client service in financial services.
• CFP designation or progress toward certification strongly preferred.
• Exceptional communication and interpersonal skills with a client-first mindset.

Responsibilities

• Serve as secondary advisor and primary point of contact for client households.
• Conduct client review meetings and implementation discussions with Lead Advisors.
• Collaborate with advisors to develop tailored planning strategies.

Skills

Financial planning concepts

Wealth management strategies

Client communication

Organizational skills

Education

Bachelor’s degree in Finance, Business, or related field

Tools

CRM systems

Financial planning software

Microsoft Office Suite

Job description

CMC Recruiting is hiring a Private Wealth Associate in Irvine, CA. This hybrid role involves delivering high-touch client service, managing client relationships, and supporting financial planning execution in collaboration with Lead Advisors.

The ideal candidate will have over 3 years of experience in wealth management or financial planning, strong communication skills, and a Bachelor's degree in Finance or a related field.