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This role is ideal for a client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm. Step into an established book of recurring-revenue clients with strong upside for growth. Join a supportive, team-oriented culture that prioritizes integrity and professional development. Flexibility to expand your practice with full firm resources and support. Be part of a firm managing approximately $1B in AUM with long-term stability and career advancement opportunities.
Requirements:
CFP® certification required
5+ years of experience in financial services, ideally in a client-facing advisory role
Strong ability to analyze client needs and deliver customized financial strategies
Excellent communication and relationship-building skills
Self-motivated, ethical, and service-oriented professional
Local candidates in San Ramon or the East Bay preferred
Nice to have:
Existing book of business is a plus, but not a requirement