Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Financial Advisor | Wealth Management Firm | San Mateo
Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client.
This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.
Responsibilities
+ Act as the lead advisor for a portfolio of high-net-worth clients
+ Lead client meetings, portfolio reviews, and deliver tailored planning strategies
+ Advise on retirement, investments...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Financial Advisor | Wealth Management Firm | San Mateo
Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client.
This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.
Responsibilities
+ Act as the lead advisor for a portfolio of high-net-worth clients
+ Lead client meetings, portfolio reviews, and deliver tailored planning strategies
+ Advise on retirement, investments...