Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing


They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.


Some Responsibilities:

+ Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.

+ Collect and analyze client financial information.

+ Develop financial plans, investment policies, and portfolio reports.

+ Implement and monitor plans, coordinating with external advisors.

+ Prepare client communications and presentations.

+ Maintain client and prospect databas...