Walnut Creek, CA7 days ago
ul>Assist the advisory team as they meet with clients, understand our client's overall financial needs, identify value-added services that our advisory team can provide, help develop clients' financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviews. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents.