Sr. Wealth Management Advisor

Claire Myers Consulting; Leawood (KS); Presencial; USD 100 000 - 200 000; Tempo integral

Resumo da oferta

Claire Myers Consulting in Leawood, KS is seeking a CFP®-licensed Wealth Management Advisor to join a close-knit team. This role focuses on owning client relationships, delivering sophisticated planning solutions, and closing business with high-earning professionals and business leaders.

You will lead strategy for top-tier clients, coordinate tax-aware planning, and collaborate with internal teams to ensure a seamless client experience.

Qualificações

• CFP designation is required.
• Series 7 and Series 66 licenses are required.
• 8+ years of experience in a client-facing advisory role.
• Proven track record with high-income clients and sophisticated planning scenarios.

Responsabilidades

• Serve as the lead advisor for top-tier client relationships, owning strategy and execution.
• Deliver comprehensive financial planning and investment advice, including tax-aware strategies and estate coordination.
• Collaborate with internal teams to deliver seamless client experiences and maintain fiduciary standards.
• Develop and manage relationships with executives, business owners, and senior leaders.
• Support clients through liquidity events, equity compensation, and concentrated stock positions.
• Maintain compliance and robust documentation.

Conhecimentos

Relationship-building

Communication skills

Leadership potential

Formação académica

CFP designation

Ferramentas

Series 7 license

Series 66 license

Descrição da oferta de emprego

Wealth Management Advisor (CFP®)

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:

• CFP® designation required
• 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