Sr. Wealth Management Advisor

CMC Recruiting; Leawood (KS); On-site; USD 100,000 - 150,000; Full time

Job summary

CMC Recruiting is seeking a CFP-licensed Wealth Management Advisor to join a growing Kansas City-area wealth management team. You will own client relationships, provide sophisticated planning, and close business for high-earning professionals.

Ideal candidates have Series 7/66, 8+ years in client-facing advisory roles, and a track record with sophisticated clients. This on-site role offers a clear path toward leadership and potential ownership.

Qualifications

• CFP license and Series 7/66 required.
• 8+ years in a client-facing advisory role.
• Credibility with sophisticated clients and complex planning.
• Strong relationship-building and communication skills.

Responsibilities

• Lead top-tier client relationships, owning strategy and execution.
• Deliver comprehensive financial planning and investment guidance.
• Leverage referrals and develop selective new business.
• Work with high-income clients including executives and owners.
• Support complex planning needs such as liquidity events and equity compensation.
• Maintain compliance and fiduciary standards.
• Collaborate with planning and operations teams for a seamless client experience.
• Contribute to firm growth and succession planning.

Skills

Series 7/66

Relationship building

Communication

Financial planning

Leadership

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