Wealth Planning Associate: Client-Focused & Growth-Driven
CMC Recruiting
CMC Recruiting is seeking an Associate Wealth Management Advisor in Kansas City to support senior advisors in delivering financial planning and wealth management services. The role involves preparing financial plans, supporting client relationships, and managing operational tasks effectively. The ideal candidate will thrive in a collaborative environment, maintaining client deliverables while ensuring strong organizational skills and attention to detail. A Bachelor’s degree and necessary licenses are required, along with proficiency in Microsoft Office Suite. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 2 days ago
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