Financial Planner - Onsite

Position: Financial Planner - 1 Day Onsite
Reach out to Michelle Espejo via email or Linked In for additional information or questions.

Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite

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.