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© All Rights Reserved. ApplyBlast.com
claire myers consulting
A Senior Financial Planning Associate at an independent wealth management firm identifies financial planning opportunities and deepens client relationships to support the firm's growth. The role combines technical financial planning expertise with proactive client engagement, focusing on multigenerational wealth management and legacy planning. This position is ideal for someone who enjoys analytical work and building relationships without necessarily becoming a lead financial advisor.
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.