Lead Wealth Advisor for High-Income Clients | Growth Path

CMC Recruiting; Leawood (KS); In loco; USD 100.000 - 150.000; Tempo pieno

Descrizione del lavoro

Our client, a growth-minded wealth management firm in the Kansas City area, seeks a CFP®-licensed Wealth Management Advisor to join a close-knit seven-person team. You will own client relationships, deliver sophisticated planning solutions, and leverage internal referrals to grow the practice.

The role targets high-net-worth professionals and business leaders, offering a clear path into leadership and succession, with a strong emphasis on fiduciary standards and tax-aware planning.

Competenze

• Series 7 and 66 (or equivalent) required.
• 8+ years of experience in a client-facing advisory role.
• Proven credibility with sophisticated clients and complex planning scenarios.

Mansioni

• Serve as the lead advisor ("first chair") for top-tier client relationships, owning strategy, recommendations, and execution.
• Deliver comprehensive financial planning and investment advice, including tax-aware strategies, estate planning coordination, and portfolio construction.
• Leverage firm-generated referrals while also engaging in selective new business development.
• Work with high-income clients (typically $250k+ household income), including executives, business owners, and senior leaders.
• Support clients through complex planning needs such as liquidity events, equity compensation, and concentrated stock positions.
• Maintain strong compliance, documentation, and fiduciary standards.
• Collaborate closely with internal planning and operations teams to deliver a seamless client experience.
• Contribute to the firm’s long-term growth, strategy, and succession planning.

Conoscenze

Series 7 & 66

Relationship building

Communication

Leadership potential

Descrizione del lavoro

Our client, a growth-minded wealth management firm in the Kansas City area, seeks a CFP®-licensed Wealth Management Advisor to join a close-knit seven-person team. You will own client relationships, deliver sophisticated planning solutions, and leverage internal referrals to grow the practice.

The role targets high-net-worth professionals and business leaders, offering a clear path into leadership and succession, with a strong emphasis on fiduciary standards and tax-aware planning.