LEAD WEALTH ADVISOR

DescriptionPlease contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client is a respected wealth management firm based in the Bay Area. Enjoy a HYBRID schedule, comprehensive compensation and benefits package, including medical, dental and vision, 401k match, paid parking.Responsibilities:Design comprehensive financial plans covering cash flow, retirement, tax, and risk managementEvaluate scenarios and provide recommendationsPresent plans during client meetings and quarterly reviewsOversee new account onboarding and resolve custodian service issuesParticipate in business development activitiesRequirementsBachelor’s degree in Finance, Economics, or related field5+ years of wealth management experienceMUST have a Certified Financial Planner (CFP) designationActive Series 65BlackDiamond trading and reporting, eMoney experience strongly preferredA strong interest in business development.Experience building comprehensive financial plansFinancial, retirement, and tax planning experience.Excellent communication skillsPlease contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Job typePerm