Financial Planner - North Bay

Reach out to Michelle Espejo via email or Linked In 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 Linked In.