Financial Planner at Wealth Management Firm

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite) Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice. This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization. ResponsibilitiesLead the development and analysis of comprehensive financial plansPartner with advisors on complex client planning engagementsPresent recommendations and planning strategies to clientsDevelop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planningResearch advanced planning concepts and regulatory changesServe as an internal resource on financial planning best practicesHelp improve planning processes, workflows, and planning deliverablesMonitor industry developments and educate the advisory team on emerging planning opportunitiesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.