Wealth Advisory Support Associate (Growth Path)

CMC Recruiting; Leawood (KS); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Base salary + performance-based bonus

401(k) with employer match

Health and disability insurance

PTO + parental leave

Team events

Job summary

Our client is a boutique wealth management firm seeking an Associate Service Advisor to support the advisory team and deliver a high-quality, detail-driven client experience. This role sits at the center of client relationships, supporting preparation, execution, and follow-through, with a path toward deeper advisory responsibility over time.

The ideal candidate is highly detail-oriented, curious, and thrives where expectations are high and precision matters.

Qualifications

• Strong organizational skills, ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Clear and professional communication (written and verbal)
• Ability to operate with discretion and maintain confidentiality
• Self-motivated with strong ownership and follow-through

Responsibilities

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendas; participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience
• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Identify and contribute to process improvements

Skills

Organizational skills

Attention to detail

Communication skills

Discretion

Ownership

Tools

CRM systems

MS Office/Google Suite

Job description

Our client is a boutique wealth management firm seeking an Associate Service Advisor to support the advisory team and deliver a high-quality, detail-driven client experience. This role sits at the center of client relationships, supporting preparation, execution, and follow-through, with a path toward deeper advisory responsibility over time.

The ideal candidate is highly detail-oriented, curious, and thrives where expectations are high and precision matters.