Lead Wealth Advisor – High-Net-Worth Growth, Hybrid SF

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

Job summary

CMC Recruiting in San Francisco is seeking a Lead Financial Advisor to manage sophisticated, high-net-worth client relationships. You will inherit an existing book, lead meetings, and work with a strong internal team to deliver high-touch financial planning and advice.

This hybrid role requires in-office presence three days per week and a track record of growth through referrals. You will collaborate with planning, operations, and client service to drive retention and organic growth.

Qualifications

• Minimum 7 years in wealth management or financial planning.
• Proven ability to manage high-net-worth relationships.
• Strong communication and collaboration skills; comfortable leading meetings.
• In-office in San Francisco three days per week.

Responsibilities

• Manage a portfolio of high-net-worth clients and deliver comprehensive financial advice.
• Lead client meetings and guide planning decisions.
• Collaborate with planning, operations, and client service teams to deliver a seamless client experience.
• Identify opportunities for client retention and organic growth through referrals and relationship expansion.
• Contribute to a positive, collaborative team culture and internal growth.

Skills

Wealth management

Financial planning

High-net-worth relationships

Client meetings

Team collaboration

Business development

Referral generation

Tools

CRM systems

Planning software

Job description

CMC Recruiting in San Francisco is seeking a Lead Financial Advisor to manage sophisticated, high-net-worth client relationships. You will inherit an existing book, lead meetings, and work with a strong internal team to deliver high-touch financial planning and advice.

This hybrid role requires in-office presence three days per week and a track record of growth through referrals. You will collaborate with planning, operations, and client service to drive retention and organic growth.