Lead Wealth Advisor - Path to Partnership & Impact

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

Job summary

CMC Recruiting is seeking a CFP-licensed Wealth Management Advisor to join a growing Kansas City-area wealth management team. You will own client relationships, provide sophisticated planning, and close business for high-earning professionals.

Ideal candidates have Series 7/66, 8+ years in client-facing advisory roles, and a track record with sophisticated clients. This on-site role offers a clear path toward leadership and potential ownership.

Qualifications

• CFP license and Series 7/66 required.
• 8+ years in a client-facing advisory role.
• Credibility with sophisticated clients and complex planning.
• Strong relationship-building and communication skills.

Responsibilities

• Lead top-tier client relationships, owning strategy and execution.
• Deliver comprehensive financial planning and investment guidance.
• Leverage referrals and develop selective new business.
• Work with high-income clients including executives and owners.
• Support complex planning needs such as liquidity events and equity compensation.
• Maintain compliance and fiduciary standards.
• Collaborate with planning and operations teams for a seamless client experience.
• Contribute to firm growth and succession planning.

Skills

Series 7/66

Relationship building

Communication

Financial planning

Leadership

Education

CFP certification

Job description

CMC Recruiting is seeking a CFP-licensed Wealth Management Advisor to join a growing Kansas City-area wealth management team. You will own client relationships, provide sophisticated planning, and close business for high-earning professionals.

Ideal candidates have Series 7/66, 8+ years in client-facing advisory roles, and a track record with sophisticated clients. This on-site role offers a clear path toward leadership and potential ownership.