Location
Berkeley, CA, United States
Posted
May 07, 2026
Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Associate Financial Advisor | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus
A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.
This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.
Responsibilities
+ Partner with advisors and client service teams to deliver a high-touch...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Associate Financial Advisor | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus
A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.
This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.
Responsibilities
+ Partner with advisors and client service teams to deliver a high-touch...