Lead Financial Advisor

Location: San Francisco, CA (Hybrid – 3 days in office) Compensation: Base Salary: $130,000–$180,000 (depending on experience and credentials) Bonus: 10–25% based on client retention, engagement, and team contribution Business Development Incentive: Additional variable comp tied to new client revenue (typically 5–10% of first-year revenue or structured payout) Total Compensation Potential: $160,000–$250,000+ 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. Key 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 Qualifications: 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 30 / 60 / 90 Day Plan (with Metrics) 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 #J-18808-Ljbffr CMC Recruiting