Lead Wealth Advisor for Elite Clients | Growth Path

CMC Recruiting; Leawood (KS); Vor Ort; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

Our client, a wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join a close-knit seven-person team. This advisor will own client relationships, close business, and deliver sophisticated planning solutions to high-earning professionals and business leaders.

The role offers a warm book of business, internal referrals, and a clear path toward leadership or ownership, with a competitive base salary and upside tied to performance.

Qualifikationen

• CFP®-licensed wealth management adviser.
• Series 7 and 66 required.
• 8+ years in a client-facing advisory role.
• Proven credibility with sophisticated clients.

Aufgaben

• Lead top-tier client relationships, owning strategy and execution.
• Provide comprehensive financial planning and investment advice.
• Leverage referrals and develop selective new business.
• Work with high-income clients ($250k+ household).
• Support complex planning needs such as liquidity events and equity compensation.
• Ensure compliance, documentation, and fiduciary standards.
• Collaborate with planning and operations teams.
• Contribute to long-term growth and succession planning.

Kenntnisse

Relationship building

Communication

Client advisory

Leadership interest

Jobbeschreibung

Our client, a wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join a close-knit seven-person team. This advisor will own client relationships, close business, and deliver sophisticated planning solutions to high-earning professionals and business leaders.

The role offers a warm book of business, internal referrals, and a clear path toward leadership or ownership, with a competitive base salary and upside tied to performance.