July 03, 2015 - Los Altos, CA 94022
Independent & growing wealth management firm in Los Altos is seeking experienced financial advisors. Enjoy flexibility in what to sell, independence from corporate oversight & pressure, & access to a wide range of services and products. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.