Lead Wealth Advisor - High-Net-Worth Client Leader (Hybrid SF)

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

Benefits offered by this job

Hybrid work model

Bonus program

Job summary

CMC Recruiting is assisting a leading San Francisco wealth management client in hiring a Lead Financial Advisor. You will inherit sophisticated client relationships, deliver comprehensive financial advice, and work with a seasoned internal team to ensure a high-touch client experience.

The ideal candidate has 7–15+ years in wealth management, a track record of guiding high-net-worth clients, and strong communication and collaboration skills.

Qualifications

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

Responsibilities

• Serve as primary contact for a portfolio of high-net-worth clients.
• Lead client meetings and provide comprehensive financial advice.
• Build trust and maintain long-term client relationships.
• Collaborate with planning, operations, and client service teams.
• Identify opportunities to deepen relationships and aid retention.
• Contribute to business development via referrals and expansion.
• Foster a positive, collaborative team culture.

Skills

Wealth management

Client relationship management

Communication skills

Team collaboration

Independent meeting leadership

Business development

In-office SF 3 days/wk

Tools

CRM software

Planning tools

Reporting tools

Job description

CMC Recruiting is assisting a leading San Francisco wealth management client in hiring a Lead Financial Advisor. You will inherit sophisticated client relationships, deliver comprehensive financial advice, and work with a seasoned internal team to ensure a high-touch client experience.

The ideal candidate has 7–15+ years in wealth management, a track record of guiding high-net-worth clients, and strong communication and collaboration skills.