Wealth Planning Associate — Client-Facing Advisor

CMC Recruiting; Katy (TX); On-site; USD 90,000 - 115,000; Full time

Job summary

CMC Recruiting is seeking an experienced Service Advisor for a growing wealth management practice. You will work closely with the lead advisor to manage and deepen existing client relationships, act as a second chair in meetings, and help prepare financial planning work.

This role is ideal for someone who enjoys client interaction and hands-on financial planning without the pressure of building a new book. Strong communication and organizational skills are essential.

Qualifications

• 3+ years of wealth management, financial planning, or financial services experience.
• Series 7 and 63 strongly preferred.
• Experience working directly with clients in an advisory or relationship capacity.
• Some experience preparing or contributing to financial plans.
• Comfortable participating in client meetings and eventually leading review meetings.
• Strong understanding of wealth management concepts.
• Excellent communication and relationship-building skills.
• Highly organized with strong attention to detail and follow-through.
• Life & Health Insurance License is a plus.

Responsibilities

• Serve as a second chair to the lead advisor in client meetings.
• Participate in and lead client service and review meetings.
• Prepare financial plans and planning materials for client meetings.
• Gather and analyze client financial information.
• Help identify planning opportunities based on client needs and goals.
• Support planning conversations around retirement, investments, insurance, cash flow, and other areas of a client's financial picture.
• Build strong relationships with existing clients and serve as a trusted point of contact.
• Prepare for client meetings and own follow-up and next steps.
• Coordinate with the lead advisor and internal team to resolve client needs.
• Maintain accurate client information, meeting notes, and follow-up within the CRM.
• Proactively make sure client needs and deliverables stay on track.

Skills

Wealth management

Client meetings

Financial planning concepts

Relationship management

Communication skills

Organization

Proactive

Job description

CMC Recruiting is seeking an experienced Service Advisor for a growing wealth management practice. You will work closely with the lead advisor to manage and deepen existing client relationships, act as a second chair in meetings, and help prepare financial planning work.

This role is ideal for someone who enjoys client interaction and hands-on financial planning without the pressure of building a new book. Strong communication and organizational skills are essential.