Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite
A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.
This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.
Responsibilities

+ Support financial planning strategies, analyses, and client recommendations