Wealth Management Client Associate — Hybrid, Mentored CFP Path

CMC Recruiting; Madison (WI); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

PTO

Licensing support

CFP mentorship

Hybrid flexibility

Job summary

CMC Recruiting supports a growing independent wealth management firm seeking a Wealth Management Client Associate in Madison, WI. You will learn from two CFP professionals, building a strong foundation as you progress toward client responsibilities.

You will hybridize as you gain experience, with in-office emphasis during training and mentorship to develop financial planning skills and CFP coursework readiness.

Qualifications

• Experience in a wealth management, financial services, banking, investments, or related field.
• Solid understanding of financial planning fundamentals.
• Strong analytical and problem-solving skills.
• Curiosity, initiative, and a desire to grow.
• Ability to take direction and then run with a project.
• Genuine interest in earning the CFP and building a career in wealth management.
• Experience with eMoney, Pershing, the SIE, Series 7, Series 66, or CFP coursework is a plus, but not required.

Responsibilities

• Learn the business and build a strong technical foundation.
• Learn the firm's financial planning and investment philosophy.
• Become highly proficient in eMoney.
• Prepare and update comprehensive financial plans.
• Support advisors with meeting preparation, analysis, and follow-up.
• Learn the firm's technology, custodial, and operational processes.
• Cross-train in client service and operations.
• Complete your Series 7 and 66, if needed, with firm support.
• Begin or continue working toward your CFP designation.
• The goal is to understand how the entire client experience comes together before taking on significant client responsibility.
• Take ownership of more complex financial planning work.
• Participate more actively in client meetings.
• Lead planning engagements for emerging and next-generation clients.
• Build trusted relationships with existing clients.
• Help expand the firm's standalone financial planning offering.
• Earn your CFP designation with firm support.

Skills

Wealth management

Financial services

Analytical skills

Problem-solving

Curiosity

Self-motivation

CFP preparation

Tools

eMoney

Pershing

SIE

Series 7

Series 66

CFP coursework

Job description

CMC Recruiting supports a growing independent wealth management firm seeking a Wealth Management Client Associate in Madison, WI. You will learn from two CFP professionals, building a strong foundation as you progress toward client responsibilities.

You will hybridize as you gain experience, with in-office emphasis during training and mentorship to develop financial planning skills and CFP coursework readiness.