Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week
Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.
You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.
Responsibilities

+ Analyze client data and develop tailored financial planning recommendations

+ Attend meetings as the planning specialist and support advisors directly

+ Build and help implement complex financi...