<p><strong>About the Opportunity</strong></p><p>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 <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>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.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with your background and goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a well‑established, independent wealth management firm known for its fiduciary, client‑first approach. For over 20 years, the firm has supported individuals and families through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p>Their team takes a holistic approach—starting with a deep understanding of each client’s objectives and evolving their strategies as life and financial needs change. With strong planning expertise, a collaborative culture, and a dedicated investment team, the firm delivers objective advice designed to help clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice across investments, retirement, insurance, debt management, and overall financial planning</li><li>Develop customized financial plans tailored to each client’s goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends, adjusting strategies as needed</li><li>Ensure full compliance with regulatory and internal standards</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring an existing book—ideal for advisors ready to advance</li><li>Collaborative, high‑integrity team culture</li><li>Strong infrastructure and support to grow your practice</li><li>Excellent client base from day one</li><li>Long‑term career stability and advancement</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect</strong></p><p>If this opportunity aligns with your background and career goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a long‑standing, independent wealth management firm recognized for its fiduciary commitment and client‑first approach. For more than 20 years, the firm has served individuals and families through comprehensive financial planning, disciplined portfolio management, and exceptional high‑touch service.</p><p>The team takes a holistic, goals‑based approach—building deep relationships, adjusting strategies as life evolves, and delivering objective, personalized advice. With strong planning capabilities, a collaborative culture, and a dedicated investments group, the firm helps clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic guidance across investments, retirement planning, insurance, debt management, and overall financial planning</li><li>Develop tailored financial plans aligned with client goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends to adjust strategies as needed</li><li>Ensure adherence to regulatory requirements and internal compliance standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step directly into a meaningful, recurring‑revenue client book</li><li>No existing book required—ideal for advisors looking to advance</li><li>Collaborative, high‑integrity team environment</li><li>Strong infrastructure and support to build your practice</li><li>High‑quality client base from day one</li><li>Long‑term career stability and growth potential</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with your experience and goals, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p><br></p><p>The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop customized financial plans tailored to each client’s needs and goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor client portfolios and market conditions, making adjustments as necessary</li><li>Ensure full compliance with industry regulations and internal standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring a full book—ideal for advisors ready for the next step</li><li>High‑integrity, collaborative team environment</li><li>Full support to help grow and expand your practice</li><li>Excellent client base from day one</li><li>Long‑term stability and career progression opportunities</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision coverage</li><li>Quarterly bonus based on new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Wealth Management Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a <strong>Wealth Management Associate</strong> to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service.</p><p>This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items.</p><p><br></p><p>The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, take detailed notes, and drive follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with onboarding new clients and ongoing service needs</li><li>Serve as a project manager to help Advisors execute business priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain and update CRM workflows, tasks, and records</li><li>Handle account paperwork, transfers, updates, and coordination with custodians</li><li>Interface with broker‑dealers and other external partners</li><li>Prepare meeting materials, agendas, and client presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review client financial documents for planning accuracy</li><li>Track planning deliverables and ensure timely completion</li><li>Identify opportunities to streamline and improve planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial planning and wealth‑management process</li><li>A clear path to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Wealth Management Associate</strong></p><p><strong>About the Firm</strong></p><p>A relationship‑focused wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service.</p><p>This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly.</p><p>The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, capture detailed notes, and manage follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with client onboarding and ongoing service needs</li><li>Act as project manager to support Advisor priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain CRM workflows, tasks, and client records</li><li>Process account paperwork, transfers, and updates</li><li>Coordinate with custodians, broker‑dealers, and external partners</li><li>Prepare meeting materials, agendas, and presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review financial documents for planning accuracy</li><li>Track deliverables and ensure timely completion</li><li>Identify opportunities to streamline planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial‑planning and wealth‑management process</li><li>A clear pathway to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Operations Associate | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Lead Planner</strong></p><p>Client‑Centered | Relationship‑Driven | Impact‑Focused</p><p>Join a values‑driven wealth advisory firm dedicated to simplifying complexity, earning trust, and delivering exceptional service with clarity and care. This role is ideal for an experienced advisor who thrives on meaningful client relationships, enjoys mentoring associate team members, and wants to contribute to a mission‑aligned, collaborative environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a dedicated portfolio of client relationships</li><li>Strengthen client trust through proactive communication, planning updates, and personalized guidance</li><li>Lead the development and review of planning materials, including balance sheets, strategic plans, cash‑flow analyses, estate and account maps, financial plans, and investment reports</li><li>Deliver comprehensive advice across investment management, tax and estate strategies, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who care deeply about client outcomes and lead with empathy</li><li>Professionals who value collaboration, accountability, and integrity</li><li>Leaders who enjoy mentoring and elevating team performance</li><li>Individuals committed to continuous learning, improvement, and personal growth</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Operations Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm emphasizes precision, polish, and an exceptional client experience.</p><p>You’ll be part of a small, collaborative team that values integrity, meticulous execution, and a personalized approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Operations Associate supports core operational functions across trading, reporting, data integrity, and account administration. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent, high‑quality experience for both advisors and clients.</p><p>This role is ideal for someone who enjoys problem‑solving, enhancing processes, and thriving in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor, troubleshoot, and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, the CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data‑feed management</li><li>Ensure accurate linking and updates across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Partner with compliance resources to maintain documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify opportunities to enhance operational efficiency and accuracy</li><li>Contribute to strengthening the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who perform well in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and seek to improve processes</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity resonates with you, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn how this role aligns with your career goals!</p><p><br></p><p><strong>Paraplanner or Wealth Manager</strong></p><p>We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking talented individuals to join its growing Wealth Management team. The firm is committed to delivering exceptional client service and engaging deeply with the local community. </p><p><br></p><p>This is an excellent opportunity for someone who values client‑first service, thrives in a collaborative environment, and is eager to grow within a purpose‑driven advisory practice.</p><p><br></p><p><strong>About the Role</strong></p><p>Depending on experience, this opportunity can be structured as a <strong>Paraplanner</strong> or <strong>Wealth Manager</strong>. Both roles support the delivery of comprehensive financial planning, investment management, and exceptional client service. The Wealth Manager role is ideal for advisors with 5+ years of experience seeking greater responsibility and direct client ownership.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>(Responsibilities will be tailored to the individual’s experience and team fit.)</p><p><strong>1. Client Relationship Management</strong></p><ul><li>Support or manage day‑to‑day client interactions</li><li>Build trusted, long‑term relationships through proactive service and thoughtful communication</li></ul><p><strong>2. Financial Planning & Wealth Management</strong></p><ul><li>Develop and present financial plans</li><li>Support investment strategies, portfolio reviews, and planning recommendations</li></ul><p><strong>3. Business Development</strong></p><ul><li>Participate in client acquisition efforts</li><li>Contribute to the firm’s growth and community engagement initiatives</li></ul><p><strong>4. Professional Growth & Contribution</strong></p><ul><li>Collaborate with team members to enhance processes, client experience, and firm initiatives</li></ul><p><strong>5. Compliance & Record‑Keeping</strong></p><ul><li>Maintain accurate, compliant documentation in line with regulatory requirements</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Rich benefits package: 100% employer‑paid employee coverage, 50% for dependents</li><li>401(k) match + profit‑sharing</li><li>Annual VIP music festival tickets and fun team outings</li><li>Supportive, community‑minded culture</li><li>Hybrid flexibility (2–3 days onsite in Mill Valley)</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
