Wealth Planning Associate – Client-Focused Advisor

CMC Recruiting; Charlotte (NC); Hybrid; USD 90,000 - 105,000; Full time

Job summary

CMC Recruiting is seeking a Service Advisor in Charlotte, NC to support lead advisors with ongoing financial planning and relationship management for an established client base. The role involves preparing comprehensive financial plans, assisting with investment and risk management, and delivering a high-touch client experience.

The position is in-office in Charlotte with flexibility, offering a compensation range of $90k-$105k depending on experience.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 4–6 years of wealth management or financial planning experience.
• Series 7 and Series 63 (or equivalent)
• Life & Health Insurance License (or equivalent)

Responsibilities

• Serve as a second chair to lead advisors in client meetings.
• Gather and analyze client financial information.
• Prepare financial planning analyses across retirement, investments, insurance, estate planning, tax planning, and cash flow.
• Develop planning recommendations and materials for client meetings.
• Review financial plans for accuracy and alignment with client goals.

Skills

Wealth management

Financial planning

Client relations

Analytical skills

Education

Bachelor's degree in Finance

Tools

CRM systems

Financial planning software

Job description

CMC Recruiting is seeking a Service Advisor in Charlotte, NC to support lead advisors with ongoing financial planning and relationship management for an established client base. The role involves preparing comprehensive financial plans, assisting with investment and risk management, and delivering a high-touch client experience.

The position is in-office in Charlotte with flexibility, offering a compensation range of $90k-$105k depending on experience.