Lead Wealth Advisor — ‑Net‑Worth Clients
Listed on 2026-10-06
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Finance & Banking
Wealth Management
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
This is a genuine opportunity to take on the Lead Wealth Advisor — High‑Net‑Worth Clients role at CMC Recruiting.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in San Francisco, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 130..
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