Senior Wealth Planning Associate — Remote & Proactive

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

Benefits offered by this job

Discretionary bonus

Health insurance (employer-paid)

401(k) with employer match

Life insurance

Disability insurance

Fully remote work environment

Job summary

CMC Recruiting presents an opportunity for a Senior Financial Planning Associate at a growing independent wealth management firm. The role blends technical financial planning with proactive client engagement to identify planning opportunities and deepen relationships, including multigenerational planning.

Ideal candidates have 5+ years in an advisory setting, strong retirement, tax, estate knowledge, Series 65 preferred (CFP/ChFC a plus), and experience with RightCapital, Holistiplan, and

Qualifications

• 5+ years in an independent advisory/wealth management setting.
• Strong knowledge of retirement, tax, estate, and multigenerational planning.
• Ability to identify opportunities and engage clients, including family members.
• Experience with RightCapital, Holistiplan, Redtail or similar platforms.
• Interest in remote work and collaborative team environment.

Responsibilities

• Identify planning opportunities and engage clients to deepen relationships.
• Review portfolios and financial plans to support advisory engagement.
• Coordinate with custodians and third-party managers for implementation.
• Support planning resources to maintain comprehensive plans.
• Collaborate with the team to improve processes and workflows.

Skills

Client engagement

Relationship development

Financial planning knowledge

Interpersonal communication

Analytical thinking

Remote work adaptability

Education

Series 65 preferred

CFP/ChFC or progress toward designation

Tools

RightCapital

Holistiplan

Redtail CRM

Redtail Speak

GReminders

Microsoft Office 365

Job description

CMC Recruiting presents an opportunity for a Senior Financial Planning Associate at a growing independent wealth management firm. The role blends technical financial planning with proactive client engagement to identify planning opportunities and deepen relationships, including multigenerational planning.

Ideal candidates have 5+ years in an advisory setting, strong retirement, tax, estate knowledge, Series 65 preferred (CFP/ChFC a plus), and experience with RightCapital, Holistiplan, and