Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite
Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.
This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.
Responsibilities

+ Manage and advise a book of high-net-worth ...