Financial Planner - 1 Day Onsite
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsiteJoin 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.ResponsibilitiesAnalyze client data and develop tailored financial planning recommendationsAttend meetings as the planning specialist and support advisors directlyBuild and help implement complex financial plansProvide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensationMaintain planning data across platforms and improve internal processesShare planning updates and best practices with advisor teamsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 1 day ago
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