Sr. Wealth Management Advisor

CMC Recruiting; Leawood (KS); On-site; USD 100,000 - 200,000; Full time

Job summary

Our client, a growing wealth management firm in the Kansas City area, seeks a CFP‑licensed Wealth Management Advisor to join a close-knit team. This advisor will lead top-tier client relationships, deliver sophisticated planning and investment advice, and partner with internal teams to ensure a seamless client experience.

This role targets high-earning professionals and business leaders, offering a clear path toward partnership and a meaningful long-term impact within the firm.

Qualifications

• CFP-licensed with Series 7 and 66 required.
• 8+ years of client-facing advisory experience.
• Proven ability to manage high-net-worth client relationships and complex planning.

Responsibilities

• Serve as lead advisor for top-tier client relationships, owning strategy and execution.
• Provide comprehensive financial planning and investment advice, including tax-aware strategies and estate planning coordination.
• Conduct and coordinate with clients on liquidity events, equity compensation, and concentrated stock positions.
• Grow the book through internal referrals and selective new business development.
• Maintain high fiduciary standards and strong documentation and compliance.
• Collaborate with planning and operations teams to deliver a seamless client experience.
• Contribute to long-term growth and potential ownership in the firm.

Skills

Series 7

Series 66

Relationship-building

Communication skills

Financial planning

Education

CFP certification

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