Paraplanner or Wealth Manager

We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking talented individuals to join its growing Wealth Management team. The firm is committed to delivering exceptional client service and engaging deeply with the local community. This is an excellent opportunity for someone who values client‑first service, thrives in a collaborative environment, and is eager to grow within a purpose‑driven advisory practice. Depending on experience, this opportunity can be structured as a Paraplanner or Wealth Manager. Both roles support the delivery of comprehensive financial planning, investment management, and exceptional client service. The Wealth Manager role is ideal for advisors with 5+ years of experience seeking greater responsibility and direct client ownership.