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claire myers consulting
The Associate Advisor supports Lead Advisors in managing client relationships and developing financial planning expertise within a boutique wealth management firm. This role involves preparing for client meetings, coordinating action items, and serving as a responsive resource for clients. The position offers a developmental path toward a Service Advisor role over approximately two years.
Headquarters
Sonoma, California, United States
Company Size
1-10 employees
Founded
2017
CMC Recruiting is a wealth management recruiting firm specializing in W-2 hiring for growth-stage advisory firms. They partner with founders and COOs to advise on role design, talent mapping, and long-term team alignment, going beyond typical recruiting execution. CMC serves clients across Denver, Boston, and Chicago, with additional reach into non-profit, healthcare, and retail sectors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for claire myers consulting.
49% above the average for this role