Lead Financial Advisor HNW Clients - Hybrid SF
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate will have 7–15+ years of wealth management experience and proven ability to deliver comprehensive financial advice.
This hybrid role involves 3 days in the office and offers competitive compensation, including a base salary of $130,000–$180,000 and additional bonuses tied to performance.
We would love to welcome a new Lead Financial Advisor for HNW Clients
- Hybrid SF to our team in San Francisco, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Lead Financial Advisor for HNW Clients
- Hybrid SF role in the description above.
We appreciate your interest in this position.
Join Claire Myers Consulting and contribute to our ongoing work.
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