Sr. Wealth Management Advisor
CMC Recruiting - Leawood, KS
Hiring: Sr. Wealth Management Advisor Company: CMC Recruiting Location: Leawood, KS Job Posted Time: 2026-09-11 11:40:39 Employment Type: On-site Target Skills & Keywords : CFP, Financial Planning, Series 7, Wealth Management About the job Experience: •8+ years of experience in a client-facing advisory role Required Skills: •This is an excellent opportunity for an experienced advisor who enjoys owning client relationships, closing business, and delivering sophisticated planning solutions to high-earning professionals and business leaders. •Serve as the lead advisor (“first chair”) for top-tier client relationships, owning strategy, recommendations, and execution •Deliver comprehensive financial planning and investment advice, including tax-aware strategies, estate planning coordination, and portfolio construction •Leverage firm-generated referrals while also engaging in selective new business development •Interface directly with high-income clients (typically $250k+ household income), including executives, business owners, and senior leaders •Support clients through complex planning needs such as liquidity events, equity compensation, and concentrated stock positions •Maintain strong compliance, documentation, and fiduciary standards •Collaborate closely with internal planning and operations teams to deliver a seamless client experience Compensation: •$100,000 - $150,000 / year •$100,000–$150,000 base salary plus performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!