Archived listing. The details below describe a past opening.
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite
Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.
Responsibilities:
- Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.
- Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.
- Mentor & Lead: Support junior advisors and contribute to a strong team culture.
- Grow the Business: Build relationships, secure referrals, and participate in networking events.
- Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 4+ years in financial planning, wealth management.
- CFP® certification preferred; Series 65 or equivalent preferred.
- Expertise in investment strategies, financial planning, and compliance.
- Strong relationship-building skills with high-net-worth clients.
- Leadership experience with a mentorship mindset.
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.