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© All Rights Reserved. ApplyBlast.com
claire myers consulting
This role involves serving as the primary advisor for an established group of high-net-worth clients, focusing on comprehensive financial planning and relationship management rather than traditional business development. The position requires collaborating with internal teams and external professionals to deliver thoughtful financial advice across investments, retirement, tax strategy, and estate planning. The ideal candidate will leverage strong communication skills to build trust and generate organic referrals through exceptional client service.
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.
Right around the average for this role