Senior Wealth Planning Associate — Remote & Proactive
Austin, Travis County, Texas, 73301, USA
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Portfolio & Asset Management
CMC Recruiting presents an opportunity for a Senior Financial Planning Associate at a growing independent wealth management firm. The role blends technical financial planning with proactive client engagement to identify planning opportunities and deepen relationships, including multigenerational planning.
Ideal candidates have 5+ years in an advisory setting, strong retirement, tax, estate knowledge, Series 65 preferred (CFP/ChFC a plus), and experience with Right Capital, Holistiplan, and
This posting is for the Senior Wealth Planning Associate — Remote & Proactive role at CMC Recruiting, based in United States.
Consider building your career as a Senior Wealth Planning Associate — Remote & Proactive at CMC Recruiting.
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