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© All Rights Reserved. ApplyBlast.com
claire myers consulting
The Service Advisor supports lead advisors in a wealth management practice by managing financial planning and relationship needs for an established client base. This role involves acting as a second chair in client meetings, preparing comprehensive financial plans, and assisting with investment and risk management strategies. The position offers a high-touch client experience without the pressure of building a personal book of business.
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.
15% above the average for this role