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© All Rights Reserved. ApplyBlast.com
claire myers consulting
This role offers a unique opportunity to join a highly regarded wealth management firm and develop into a client-facing financial advisor over time. The position involves working closely with experienced advisors to prepare comprehensive financial plans, analyze client data, and participate in client meetings as a second-chair. It provides significant mentorship and a clear path toward becoming a Lead Advisor for those looking to build a long-term career in wealth management.
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.
8% below the average for this role