Lead Wealth Advisor for High-Net-Worth Clients (Hybrid SF)
$160k - $250kCMC Recruiting
CMC Recruiting is looking for a Lead Financial Advisor in San Francisco to manage high-net-worth client relationships. This role involves leading client meetings, delivering comprehensive financial advice, and collaborating with internal teams to provide seamless client experiences. The ideal candidate will have 7-15+ years of experience in wealth management, possess strong communication skills, and be able to work in the office three days a week. Total compensation potential ranges from $160,000 to $250,000+. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 2 days ago
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