Lead Financial Advisor in San Francisco, California

Lead Financial Advisor

Our client is a highly respected, team-oriented wealth management firm with a strong track record of long-term client relationships and internal collaboration. The team is tenured, supportive, and genuinely enjoys working together. They take pride in delivering thoughtful, high-touch advice and celebrating wins as a group. They are seeking a Lead Financial Advisor who can step into a meaningful client-facing role immediately, managing sophisticated relationships while contributing to the continued growth of the firm.

This is not a "build your own book" role. You will inherit and lead relationships, supported by a strong internal team, with the opportunity to grow organically over time.

• 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

• CFP designation required
• 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 a natural ability to generate referrals and new opportunities
• Ability to work in-office in San Francisco three days per week

First 30 Days

• Learn the firm's client philosophy, service model, and planning approach
• Meet internal team members and understand roles/responsibilities
• Shadow client meetings and review existing client relationships
• Get up to speed on CRM, planning tools, and workflows

Metrics:

• Attend or shadow 15-25 client meetings
• Complete training/onboarding across all core systems (CRM, planning tools, reporting)
• Demonstrate understanding of top 20-30 client households (notes, plans, key details)
• Build internal relationships with all key team members

60 Days

• Begin co-leading and then leading select client meetings
• Take ownership of portions of client relationships with support
• Identify opportunities to enhance planning and client experience
• Establish consistent communication cadence with clients

Metrics:

• Co-lead or lead 10-15 client meetings
• Take partial ownership of 15-25 client households
• Identify at least 3-5 planning opportunities or client experience improvements
• Maintain 100% follow-up on client action items within agreed timelines

90 Days

• Fully own a segment of client relationships as the lead advisor
• Confidently lead client meetings and ongoing communication
• Begin contributing to organic growth through referrals and relationship expansion
• Be fully integrated into the team and contributing to overall client strategy

Metrics:

• Fully own 30-50 client relationships (depending on complexity)
• Lead 15-25 client meetings independently
• Generate 2-4 referral opportunities or new client introductions
• Maintain high client satisfaction (qualitative feedback from team and clients)
• Achieve near 100% retention across assigned client relationships