Lead Wealth Advisor — High‑Net‑Worth Clients

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 to manage sophisticated client relationships within a high-touch wealth management practice. The role inherits an existing book and works with a strong internal team; there is no build-your-own-book expectation.

You will lead client meetings, deliver comprehensive financial advice, and help clients navigate planning across multiple areas. This role offers a hybrid in-office schedule and strong growth potential within a collaborative

Qualifications

• 7-15+ years of wealth management or financial planning experience.
• 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 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 closely 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 (not cold prospecting).
• Contribute to a positive, collaborative team culture.

Skills

Wealth management

Client relationships

Communication

Team collaboration

Independent meetings

Business development

Tools

CRM

Planning tools

Job description

CMC Recruiting seeks a Lead Financial Advisor in San Francisco to manage sophisticated client relationships within a high-touch wealth management practice. The role inherits an existing book and works with a strong internal team; there is no build-your-own-book expectation.

You will lead client meetings, deliver comprehensive financial advice, and help clients navigate planning across multiple areas. This role offers a hybrid in-office schedule and strong growth potential within a collaborative