Description
About the Opportunity

This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area.


You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.


What You’ll Do

+ Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management

+ Develop personalized financial plans tailored to client goals and risk tolerance

+ Build and maintain strong client relationships through proac...