Sr. Wealth Management Advisor

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

Location: Leawood, KS | Greater Kansas City Area

Work Model: Primarily On-Site

Compensation: $100,000-$150,000 base salary plus performance-based bonus

Total Compensation Potential: $100,000-$200,000+

About the Role:

Our client, a growing and well-established wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join their close-knit, 7-person team. This advisor will step into a highly visible role with access to qualified internal referrals and a clear path into the firm’s long-term succession and leadership plan.

This is an excellent opportunity for an experienced advisor who enjoys owning client relationships, closing business, and delivering sophisticated planning solutions to high-earning professionals and business leaders.

Key Responsibilities:

• 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

Ideal Candidate Profile:

• 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
• Strong relationship-building and communication skills
• Motivated by long-term growth, impact, and leadership opportunities
• Interested in becoming a key contributor to the firm’s future leadership or ownership structure

Why This Role:

• Warm book of business and consistent internal referrals
• Clear and realistic path toward partnership or leadership
• Collaborative, client-first culture with a stable and experienced team
• Competitive base salary with meaningful upside tied to performance
• Opportunity to play a long-term, career-defining role within the firm