Open jobs in the United States

Save this search

Added 2 days ago
Portfolio Operations Manager
Claire Myers Consulting
Springfield, IL
Added 3 days ago
Financial Planning Analyst- Wealth Management
Claire Myers Consulting
Hingham, MA
Added 11 days ago
Relationship Manager
Claire Myers Consulting
Mequon, WI
Added 11 days ago
Investment Operations Associate
Claire Myers Consulting
Englewood, CO
Added 11 days ago
Financial Planning Associate
Claire Myers Consulting
United States
Added 12 days ago
Director of Operations (Private Wealth Management)
Claire Myers Consulting
Oak Brook, IL
Added 13 days ago
Chief Operating Officer
Claire Myers Consulting
Chicago, IL
Added 24 days ago
Sr. Wealth Portfolio Manager
Claire Myers Consulting
Madison, WI
Added 24 days ago
Sr. Wealth Management Advisor
Claire Myers Consulting
Leawood, KS
Added 24 days ago
Service Financial Advisor
Claire Myers Consulting
Katy, TX
Added 24 days ago
Associate Wealth Advisor – Financial Planning & Client Relationships
Claire Myers Consulting
Charlotte, NC
Added 24 days ago
Service Advisor (Relationship Manager)
Claire Myers Consulting
Seattle, WA
Added 24 days ago
Senior Wealth Advisor
Claire Myers Consulting
Wellesley, MA
Added 24 days ago
Senior Investment Operations Manager
Claire Myers Consulting
Leawood, KS
Added 24 days ago
Senior Financial Planning Specialist (CPA)
Claire Myers Consulting
United States
Added 24 days ago
Nonprofit Associate Director – Client Services
Claire Myers Consulting
San Mateo, CA
Added 24 days ago
Financial Services Sales Consultant – Leads Provided
Claire Myers Consulting
Estero, FL
Added 24 days ago
Lead Financial Advisor
Claire Myers Consulting
San Francisco, CA
Added 24 days ago
Investment Operations Specialist
Claire Myers Consulting
Charlotte, NC
Added 24 days ago
Financial Planning & Investment Operations Specialist
Claire Myers Consulting
Hudson, WI
Added 24 days ago
Customer Success Manager
Claire Myers Consulting
Denver, CO
Added 24 days ago
Client Service Manager
Claire Myers Consulting
Larkspur, CA
Added 24 days ago
Client Service & Operations Associate
Claire Myers Consulting
Greenville, SC
Added 24 days ago
Senior Client Service Associate (Wealth Management)
Claire Myers Consulting
Metairie Terrace, LA
Added 24 days ago
Associate Wealth Management Advisor
Claire Myers Consulting
Leawood, KS

Claire Myers Consulting

Sr. Wealth Management Advisor

Leawood, KS, United States

Apply About employer

Applications open in a new tab.

Job details

Experience: 8+ years of experience in a client-facing advisory role
Posting language: English

Original job description

Wealth Management Advisor (CFP®)

Location: Leawood, KS | Greater Kansas City Area

Work Model: Primarily On-Site

Compensation: $100,000–$150,000 base salary plus performance-based bonus

Total Compensation Potential: $100,000–$200,000+

About the Role:

Our client, a growing and well-established wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join their close-knit, 7-person team. This advisor will step into a highly visible role with access to qualified internal referrals and a clear path into the firm’s long-term succession and leadership plan.

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.

Key Responsibilities:

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
Work 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
Contribute to the firm’s long-term growth, strategy, and succession planning

Ideal Candidate Profile:

CFP® designation required
Series 7 and 66 (or equivalent) required
8+ years of experience in a client-facing advisory role
Proven credibility with sophisticated clients and complex planning scenarios
Strong relationship-building and communication skills
Motivated by long-term growth, impact, and leadership opportunities
Interested in becoming a key contributor to the firm’s future leadership or ownership structure

Why This Role:

Warm book of business and consistent internal referrals
Clear and realistic path toward partnership or leadership
Collaborative, client-first culture with a stable and experienced team
Competitive base salary with meaningful upside tied to performance
Opportunity to play a long-term, career-defining role within the firm

Apply About employer

More about this job

Skills

Leadership
Financial planning
Sales
Regulatory compliance
Documentation
Relationship building
Communication skills

Report this job