Robert Half Finance & Accounting
Senior Financial Planner
Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus
A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.
This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.
Responsibilities
+ Partner with advisors and client service teams to deliver a high-touch cl...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus
A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.
This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.
Responsibilities
+ Partner with advisors and client service teams to deliver a high-touch cl...
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