Lead Wealth Advisor for High-Net-Worth Clients

Claire Myers Consulting; San Francisco (CA); Híbrido; USD 130 000 - 180 000; Tempo integral

Resumo da oferta

Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to inherit and lead sophisticated client relationships. The role sits in a collaborative wealth management practice with a strong internal team and a client-first culture.

You will host high-net-worth client meetings, deliver comprehensive financial guidance across planning areas, and drive growth through referrals while maintaining a high-touch service standard.

Qualificações

• CFP designation is required.
• 7–15+ years in wealth management or financial planning.
• Proven ability to manage high-net-worth client relationships.
• Strong communication skills to simplify complex topics.
• Team-oriented, low-ego mindset with collaboration.
• Experience leading client meetings independently.
• Business development mindset with referrals and opportunities.
• Open to working in-office in San Francisco three days per week.

Responsabilidades

• Serve as the primary contact for a portfolio of high-net-worth client relationships
• Lead client meetings, deliver comprehensive financial advice, and guide decisions across planning areas
• Build trust quickly and maintain long-term client relationships
• Collaborate with planning, operations, and client service to deliver a seamless experience
• Identify opportunities to deepen relationships and support retention
• Contribute to business development through referrals and relationship expansion
• Foster a positive, collaborative team culture

Conhecimentos

CFP designation

Wealth management

High-net-worth mgmt

Strong communication

Team-oriented

Independent client meetings

Business development

In-office three days SF

Descrição da oferta de emprego

Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to inherit and lead sophisticated client relationships. The role sits in a collaborative wealth management practice with a strong internal team and a client-first culture.

You will host high-net-worth client meetings, deliver comprehensive financial guidance across planning areas, and drive growth through referrals while maintaining a high-touch service standard.