Lead Advisor/ Relationship Manager
CMC Recruiting
San Francisco, CA · Posted November 3, 2026
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Where San Francisco, CA ranks
Where San Francisco, CA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best cities for security jobs316 openings · of 20
- #1Best cities for technology jobs7,178 openings · of 100
- #1Best cities for financial services pay after cost of living$173k · of 33
- #1Best cities for entry-level jobs that want AI skills35% · of 100
- #1Best cities for entry-level jobs that want AI skills in the West Coast35% · of 54
- #1Cities with the most jobs that do not need a four-year degree in the West Coast902 jobs · of 47
Rankings about sales jobs
- Best cities for sales jobs #1 New York (2,774 openings)
- Best cities for sales pay after cost of living #1 Santa Clara ($175k)
- Most requested AI skills in sales jobs #1 AI tools in daily work (4.1%)
- AI tools named most often in sales jobs #1 Gong (0.93%)
- Employers with the most sales jobs #1 Charter Communications (389 roles)
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Base Salary: $130K –$180K (depending on experience and credentials)/ Total Compensation Potential: $160K–$250K+:
CMC Recruiting: CFP to manage existing client relationships and complex financial planning with the support of a collaborative team with a highly regarded firm. San Francisco, California