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Lead Wealth Management Advisor

Claire Myers Consulting, LLC
San Francisco, California
$75,000 base salary plus incentives. Total compensation $150,000 + (uncapped)
Closing date
Jul 8, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Lead Financial Advisor
Our client, a well-established Wealth Management firm in the San Francisco Bay area, is seeking a Lead Advisor to serve current clients and establish new community relationships. 


To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.



  • Serves as primary client-facing point of contact on behalf of the firm
  • Focuses on complete client care and delivering on promises made to the client
  • Directly responsible for client satisfaction with the firm and retention of client accounts
  • Develop new revenue opportunities to service existing clients more effectively
  • Connect with and develop relationships with existing client’s next generation
  • Build loyal client advocates and produce new clients through those relationships
  • Publicly represents the firm’s strategic brand
  • Participates in and contributes to firm leadership
  • Maintains familiarity with the industry and economic trends 
  • Maintains knowledge of and shows the ability to apply compliance standards
  • Works collegially and productively with clients, peers, and other team members


  • 2-5 years of sales experience
  • 2-5 years of financial services experience


$65,000-75,000 base salary plus incentives. Total compensation $150,000 + (uncapped)

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