What are the responsibilities and job description for the Wealth Management Advisor position at Claire Myers Consulting?
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
Business Development Expectations:
- Majority of growth comes from internal referrals and existing relationships
- Approximately 15–20% focused on warm outreach within existing networks
- Approximately 25% focused on strategic prospecting with high-level professionals and executives
- Annual production expectations of $100k–$200k in premium and approximately $15M in new AUM
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
Salary : $100,000 - $150,000