Lead Wealth Advisor for HNW Clients (Hybrid)

CMC Recruiting; San Francisco (CA); Hybrid; USD 130,000 - 250,000; Full time

Job summary

CMC Recruiting seeks a Lead Financial Advisor in San Francisco, CA, with a hybrid schedule (3 days in office). Inherit and lead sophisticated client relationships, supported by a strong internal team, in a collaborative wealth-management environment.

The role emphasizes taking ownership of client meetings, delivering high-touch financial planning, and contributing to organic growth through referrals and relationship expansion.

Qualifications

• 7–15+ years of experience in wealth management or financial planning.
• Proven ability to manage high-net-worth client relationships.
• Strong communication skills with ability to simplify complex topics.
• Team-oriented with a low-ego, collaborative approach.
• Experience leading client meetings independently.
• Business development mindset with ability to generate referrals and new opportunities.
• Ability to work in-office in San Francisco three days per week.

Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth client relationships.
• Lead client meetings, deliver comprehensive financial advice, and guide decision-making across planning areas.
• Build trust quickly and maintain deep, long-term relationships with clients.
• Collaborate with internal team members (planning, operations, client service) to deliver a seamless client experience.
• Identify opportunities to deepen existing client relationships and support retention efforts.
• Participate in business development efforts, primarily through referrals and natural relationship expansion.
• Contribute to a positive, collaborative team culture.

Skills

Wealth mgmt

Client relations

Communication

Team collaboration

Lead client meetings

Business development

In-office SF (3 days)

Job description

CMC Recruiting seeks a Lead Financial Advisor in San Francisco, CA, with a hybrid schedule (3 days in office). Inherit and lead sophisticated client relationships, supported by a strong internal team, in a collaborative wealth-management environment.

The role emphasizes taking ownership of client meetings, delivering high-touch financial planning, and contributing to organic growth through referrals and relationship expansion.