Wealth Planning Associate: Client-Focused & Growth-Driven
CMC Recruiting
CMC Recruiting is seeking an Associate Wealth Management Advisor in Kansas City, Kansas. This role supports senior advisors with financial planning and client services for affluent individuals and families. The ideal candidate will hold a Bachelor’s degree and be willing to obtain necessary licenses. Responsibilities include preparing financial plans, maintaining client relationships, and performing analytical tasks. The position emphasizes teamwork, organization, and delivering exceptional client service within a collaborative environment. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 5 days ago
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