Wealth Advisor
About The Position
CMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed planning. This role involves working alongside a CFP®-credentialed Lead Advisor to support client relationships and deliver coordinated advice. It offers an opportunity for professional development as an advisor, increasing responsibility, and contributing to the firm's growth. The Wealth Advisor Associate will be the primary point of contact for established clients, delivering high-quality advice and relationship management, and will be responsible for managing client books.
Requirements
- Series 65 license, or already in process and able to obtain within 90 days of hire
- CFP®, or CPA/EA credential; CPA candidates are welcome
- 4 to 5 years of relevant client-facing experience
- Ability to multi-task and manage client relationships
- Strong attention to detail and consistent follow-up to every client interaction
- Adapt and pivot effectively as client needs and market conditions shift
Nice To Haves
- Working knowledge of tax and estate planning strategies within a wealth management context
Responsibilities
- Manage relationships for select clients
- Conduct regular client financial reviews covering investment and estate planning needs
- Coordinate with the broader CMC Financial team, including CMC Tax, on complex client matters
- Ensure the maintaining accurate client records and activity
- Obtain and maintain all required licensing and continuing education
Benefits
- Medical benefits
- 401k benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
