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CMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed planning, with tax preparation services offered separately through CMC Tax. We are seeking a Wealth Advisor Associate to work alongside a CFP®-credentialed Lead Advisor in supporting client relationships and delivering thoughtful, coordinated advice. This role offers the opportunity to develop as an advisor, assume increasing responsibility, and contribute meaningfully to the continued growth of an established and respected firm.
Location
The Role
Key Responsibilities
Preferred
Why CMC Financial
CMC Financial offers the opportunity to join a growing, relationship-driven firm committed to helping clients see the complete picture of their financial lives. Our collaborative approach brings together investment management, tax planning, estate considerations, insurance strategies, and other essential services under one roof. We value genuine client relationships, and team members who want to contribute meaningfully to both our clients’ success and the continued growth of the firm.
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy, Private Client Service Form CRS.
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Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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