<p><strong>Company Overview</strong></p><p>We are a fiduciary wealth management firm dedicated to helping individuals and families achieve financial clarity and long-term success. Since 2002, we’ve built a reputation for delivering strategic, objective advice through personalized planning and disciplined portfolio management. Our approach is rooted in deep client relationships, cross-functional expertise, and a commitment to high-touch service. As we continue to grow, we’re looking for professionals who share our values and passion for making a meaningful impact.</p><p><br></p><p><strong>Position Summary</strong></p><p>We’re seeking a motivated and relationship-driven <strong>Financial Advisor</strong> to join our team. In this role, you’ll deliver comprehensive financial planning and investment guidance to a diverse client base. You’ll have the opportunity to build and grow your practice with full support from a collaborative, experienced team. This is an ideal position for someone who thrives in a client-first environment and is ready to take their career to the next level.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement planning, insurance, and debt management</li><li>Create customized financial plans aligned with each client’s unique goals</li><li>Monitor portfolio performance and adjust strategies as needed</li><li>Ensure compliance with industry regulations and firm policies</li><li>Build and maintain strong client relationships through proactive communication</li><li>Partner with internal teams to deliver seamless onboarding and ongoing support</li></ul><p><strong>Why This Role Stands Out</strong></p><p><strong>Established Client Base</strong></p><p>Step into a meaningful book of recurring-revenue clients. While you don’t need to bring a full book, this is not an entry-level role.</p><p><strong>Supportive, High-Integrity Culture</strong></p><p>Join a team that values transparency, ethical conduct, and long-term client relationships.</p><p><strong>Growth-Oriented Environment</strong></p><p>Enjoy full operational support—including marketing, compliance, and administrative resources—to help grow your practice.</p><p><strong>Career Development</strong></p><p>Benefit from firm-sponsored FINRA exam prep and support for CFP® certification.</p><p><strong>Comprehensive Benefits</strong></p><p>Includes profit-sharing 401(k), medical/dental/vision coverage, PTO, paid holidays, sick leave, and quarterly bonuses tied to new asset growth.</p><p><br></p><p><strong>Interested in joining a firm that puts people first—clients and advisors alike?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity could be the next step in your career.<strong></strong></p>

<p><strong>Qualifications</strong></p><ul><li>CFP® designation is strongly preferred</li><li>Minimum of 5 years of experience in the financial services industry</li><li>Demonstrated success in a client-facing advisory capacity</li><li>Strong analytical and problem-solving abilities, paired with excellent communication skills</li><li>High level of professionalism, integrity, and initiative</li><li>Proficient in CRM platforms and financial planning software</li><li>Candidates based in San Ramon or the broader East Bay region are encouraged to apply</li><li>Ability to bring an existing book of business is a plus, but not required</li></ul><p><strong>Personal Attributes</strong></p><ul><li>Genuine passion for helping clients achieve financial clarity and long-term success</li><li>Motivated to grow within a high-performing, client-focused firm</li><li>Detail-oriented with a strong work ethic and commitment to excellence</li><li>Comfortable working independently while thriving in a collaborative team environment</li><li>Tech-savvy and proactive in managing client needs and meeting deadlines</li></ul><p><strong>Ready to take the next step in your advisory career?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s connect and explore how this opportunity could be the perfect fit for your next move.</p><p><br></p>

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