Hiring: Wealth Management Client Associate Company: CMC Recruiting Location: Madison, WI Job Posted Time: 2026-09-11 11:00:19 Employment Type: Full-time / Hybrid Target Skills & Keywords : CFP, Financial Planning, Series 66, Series 7, Wealth Management About the job Qualifications: •A solid understanding of financial planning fundamentals •Strong analytical and problem-solving skills •Curiosity, initiative, and a desire to grow •The ability to take direction and then run with a project •A genuine interest in earning the CFP and building a career in wealth management Compensation: •Flexible work environment (work from home / hybrid options) •Health insurance with approximately 90% of premiums paid by the firm 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!