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Financial Advisor

Wealth Planning Associate

Job in Mill Valley, Marin County, California, 94942, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A leading independent financial advisory firm is seeking a Wealth Planner in Mill Valley, CA. The Wealth Planner will support Wealth Advisors in managing client relationships and assist with developing individualized financial plans. Responsibilities include onboarding clients, handling client calls, and preparing for meetings. Candidates should have a Bachelor's degree, 2+ years in financial services, and strong communication skills. Competitive salary and benefits package offered.
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Position Requirements
10+ Years work experience
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