Roklyn Consulting

Join a rapidly expanding independent wealth management firm. Known for its innovative approach and influential market presence our client is seeking a motivatedAssociate Wealth Advisorto join their high-performing team.This role is designed for a finance professional who is eager to w

Join a rapidly expanding independent wealth management firm. Known for its innovative approach and influential market presence our client is seeking a motivatedAssociate Wealth Advisorto join their high-performing team.This role is designed for a finance professional who is eager to w

Location: San Jose CA (In-Office/Hybrid)Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.Thisroleisdesignedforanadvisorwholovesthecraf

Location: San Jose CA (In-Office/Hybrid)Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.Thisroleisdesignedforanadvisorwholovesthecraf