Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsiteOur client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth.
You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.Responsibilities: Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.Mentor & Lead: Support junior advisors and contribute to a strong team culture.Grow the Business: Build relationships, secure referrals, and participate in networking events.Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Financial Planner - North Bay in mill valley at Unknown Company
This position is listed as full time and hybrid.