Remote Senior Financial Planning Associate - Client Engagement

CMC Recruiting; United States; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Employer-paid health insurance

401(k) with employer match

Life and disability insurance

Fully remote work environment

Job summary

CMC Recruiting is seeking a Senior Financial Planning Associate for a successful independent wealth management firm in the United States. The role blends technical financial planning with proactive client engagement to deepen relationships and drive growth.

The ideal candidate reviews existing client relationships, uncovers planning opportunities, and initiates conversations that lead to greater advisor involvement. Legacy planning and multigenerational wealth are emphasized.

Qualifications

• 5+ years in an independent advisory/wealth management environment
• Strong financial planning knowledge with ability to review client information and identify opportunities
• Understanding of retirement, tax, estate and multigenerational planning
• CFP® or progress toward designation preferred
• Series 65 preferred or willing to obtain within 6–12 months
• Experience with planning and CRM platforms is a plus

Responsibilities

• Review client portfolios and financial plans to identify opportunities for additional planning and engagement
• Collaborate with planning resources to develop comprehensive financial plans
• Build trust through proactive, personalized client communication and follow-up
• Support client reviews, information gathering, and scheduling
• Coordinate with custodians/PM firms for portfolio activity and implementation
• Contribute to process improvements and team collaboration

Skills

Financial planning

Client relationship building

Opportunity identification

Communication

Remote work adaptability

Education

CFP® or progress toward designation

Tools

RightCapital

Holistiplan

Redtail CRM

Redtail Speak

GReminders

Microsoft Office 365

Job description

CMC Recruiting is seeking a Senior Financial Planning Associate for a successful independent wealth management firm in the United States. The role blends technical financial planning with proactive client engagement to deepen relationships and drive growth.

The ideal candidate reviews existing client relationships, uncovers planning opportunities, and initiates conversations that lead to greater advisor involvement. Legacy planning and multigenerational wealth are emphasized.