Lead Wealth Advisor, CFP® — Path to Leadership

Claire Myers Consulting; Leawood (KS); On-site; USD 100,000 - 200,000; Full time

Job summary

Claire Myers Consulting in Leawood, KS is seeking a CFP®-licensed Wealth Management Advisor to join a close-knit team. This role focuses on owning client relationships, delivering sophisticated planning solutions, and closing business with high-earning professionals and business leaders.

You will lead strategy for top-tier clients, coordinate tax-aware planning, and collaborate with internal teams to ensure a seamless client experience.

Qualifications

• CFP designation is required.
• Series 7 and Series 66 licenses are required.
• 8+ years of experience in a client-facing advisory role.
• Proven track record with high-income clients and sophisticated planning scenarios.

Responsibilities

• Serve as the lead advisor for top-tier client relationships, owning strategy and execution.
• Deliver comprehensive financial planning and investment advice, including tax-aware strategies and estate coordination.
• Collaborate with internal teams to deliver seamless client experiences and maintain fiduciary standards.
• Develop and manage relationships with executives, business owners, and senior leaders.
• Support clients through liquidity events, equity compensation, and concentrated stock positions.
• Maintain compliance and robust documentation.

Skills

Relationship-building

Communication skills

Leadership potential

Education

CFP designation

Tools

Series 7 license

Series 66 license

Job description

Claire Myers Consulting in Leawood, KS is seeking a CFP®-licensed Wealth Management Advisor to join a close-knit team. This role focuses on owning client relationships, delivering sophisticated planning solutions, and closing business with high-earning professionals and business leaders.

You will lead strategy for top-tier clients, coordinate tax-aware planning, and collaborate with internal teams to ensure a seamless client experience.