<p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true wealth for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul>

<ul><li>Bachelor’s degree in Finance, Business, or related field.</li><li><strong>Certified Financial Planner™ (CFP®) required.</strong></li><li>Series 65 or equivalent strongly preferred.</li><li>5+ years of wealth management or advisory experience.</li><li>Strong technical knowledge of planning, investments, and regulations.</li><li>Excellent communication skills and a collaborative, client-first mindset.</li></ul><p><strong>Why Join</strong></p><ul><li>100% employer-paid health benefits (50% dependent coverage).</li><li>401k with company match + profit sharing.</li><li>Unique perks like annual VIP music festival tickets and team outings.</li><li>A collaborative, mission-driven culture that values both people and performance.</li></ul><p>&#128233; For faster consideration, connect with <strong>Jennifer Fukumae on LinkedIn</strong> or apply directly.</p>

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