Lead Wealth Advisor for HNW Clients | Hybrid SF

CMC Recruiting; San Francisco (CA); Hybrid; USD 130,000 - 180,000; Full time

Job summary

CMC Recruiting presents a Lead Financial Advisor opportunity in San Francisco, a hybrid role requiring in-office presence three days per week. You will inherit sophisticated client relationships and lead financial planning discussions, delivering high-touch advice with an internal support team.

The ideal candidate has 7–15+ years in wealth management, strong communication, and a proven ability to grow client relationships.

Qualifications

• 7–15+ years of experience in wealth management or financial planning.
• Proven ability to manage and advise high-net-worth or complex client relationships.
• Strong communication skills with the ability to simplify complex topics.
• Team-oriented mindset with a low-ego, collaborative approach.
• Experience leading client meetings independently.
• Business development mindset with ability to generate referrals and 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 relationship expansion.

Skills

Client relationship management

Communication skills

Team collaboration

Business development mindset

Lead client meetings

Tools

CRM systems

Job description

CMC Recruiting presents a Lead Financial Advisor opportunity in San Francisco, a hybrid role requiring in-office presence three days per week. You will inherit sophisticated client relationships and lead financial planning discussions, delivering high-touch advice with an internal support team.

The ideal candidate has 7–15+ years in wealth management, strong communication, and a proven ability to grow client relationships.