Wealth Planning Associate: Client-Facing Advisor

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

Job summary

CMC Recruiting client, a well-established wealth management practice in Katy, TX, seeks an experienced Service Advisor to work closely with the lead advisor and deepen existing client relationships.

You’ll participate in client meetings, prepare financial planning work, identify opportunities, and own follow-up and ongoing service. 3+ years in wealth management, Series 7 and 63 preferred, strong communication, and highly organized with good attention to detail.

Qualifications

• 3+ years in wealth management or financial services.

Responsibilities

• Serve as a second chair to the lead advisor in client meetings.

Skills

Wealth management

Financial planning

Client relations

Communication

Organization

Self-directed

Series 7/63 preferred

CRM software

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

CMC Recruiting client, a well-established wealth management practice in Katy, TX, seeks an experienced Service Advisor to work closely with the lead advisor and deepen existing client relationships.

You’ll participate in client meetings, prepare financial planning work, identify opportunities, and own follow-up and ongoing service. 3+ years in wealth management, Series 7 and 63 preferred, strong communication, and highly organized with good attention to detail.