Wealth Advisor - Hybrid
Job in
Sebastopol, Sonoma County, California, 95472, USA
Listed on 2025-12-08
Listing for:
Willow Creek Wealth Management
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in Sebastopol is seeking a Wealth Advisor to provide expert financial guidance. The role requires a minimum of three years in the financial advisory space and a CERTIFIED FINANCIAL PLANNER® certification. Responsibilities include conducting client reviews, managing investment strategies, and building strong client relationships. The firm offers a competitive salary and a hybrid work environment, with opportunities for profit sharing and equity ownership.
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