Financial Planner Alamo, CA

Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days a Week

Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.

You'll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.

Responsibilities

• Analyze client data and develop tailored financial planning recommendations
• Attend meetings as the planning specialist and support advisors directly
• Build and help implement complex financial plans
• Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation
• Maintain planning data across platforms and improve internal processes
• Share planning updates and best practices with advisor teams

For fastest consideration, reach out to Michelle Espejo via email or Linked In.