*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Join an independent RIA dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact.
This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.
What You’ll Do:
- Serve as a trusted advisor, providing personalized financial planning and investment guidance.
- Manage and grow a book of business through firm referrals and personal networking.
- Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.
- Support senior advisors in client acquisition and business development.
- Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.
- Stay updated on industry trends and ensure compliance with regulatory standards.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
- 5+ years in financial planning, wealth management, or a similar advisory role.
- CFP® certification required; Series 65 or equivalent preferred.
- Strong understanding of investment strategies, financial planning principles, and regulatory compliance.
- Proven ability to build and maintain trusted relationships with high-net-worth clients.
- Strategic thinker with leadership and mentoring skills to support team success.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.