Wealth Planning Advisor - Client-Facing, Second Chair
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
CMC Recruiting is assisting a wealth management practice in recruiting a Service Advisor in the United States (Katy, Texas). The role supports the lead advisor, assists with client service, and helps deepen client relationships.
The successful candidate will participate in client meetings, prepare financial planning materials, and identify planning opportunities while handling follow-up and ongoing service for existing clients.
This is a genuine position to take on the Wealth Planning Advisor
- Client-Facing, Second Chair role at CMC Recruiting.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Advisor
- Client-Facing, Second Chair role in the description above.
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