Lead Wealth Advisor - Path to Partnership & Growth

CMC Recruiting; Leawood (KS); On-site; USD 100,000 - 150,000; Full time

Job summary

CMC Recruiting is assisting a wealth management firm in the Kansas City area in finding a CFP®-licensed Wealth Management Advisor to lead high-net-worth client relationships and deliver sophisticated planning solutions. The role emphasizes ownership of client strategy, coordination with planning teams, and a clear path into leadership.

The position targets advisors with 8+ years of client-facing experience, strong communication skills, and a drive for long-term growth and ownership opportunities.

Qualifications

• Series 7 and 66 are required.
• 8+ years of experience in a client-facing advisory role.
• Proven ability to manage sophisticated planning scenarios for high-net-worth clients.
• CFP®-licensing or CFP® designation preferred.

Responsibilities

• Lead advisor for top-tier client relationships, owning strategy, recommendations, and execution.
• Deliver comprehensive financial planning and investment advice, including tax-aware strategies and estate planning coordination.
• Leverage referrals and engage in selective new business development.
• Work with high-income clients (typically $250k+ household income), including executives and business owners.
• Support clients through liquidity events, equity compensation, and concentrated stock positions.
• Maintain compliance, documentation, and fiduciary standards.
• Collaborate with internal planning and operations teams to deliver a seamless client experience.
• Contribute to the firm’s long-term growth, strategy, and succession planning.

Skills

Series 7

Series 66

Client-facing

Financial planning

Relationship building

Job description

CMC Recruiting is assisting a wealth management firm in the Kansas City area in finding a CFP®-licensed Wealth Management Advisor to lead high-net-worth client relationships and deliver sophisticated planning solutions. The role emphasizes ownership of client strategy, coordination with planning teams, and a clear path into leadership.

The position targets advisors with 8+ years of client-facing experience, strong communication skills, and a drive for long-term growth and ownership opportunities.