Strategic Financial Advisor – Growth & Planning

Bighorn Law; San Jose (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bighorn Law, based near San Jose, is seeking an eager, strategic financial advisor to join our team. The role focuses on helping clients identify and achieve long-term financial goals through a broad range of planning services.

You will work with clients on risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options to build tailored strategies.

Qualifications

• Experience in financial planning and client advisory.
• Familiar with risk management and estate planning.
• Knowledge of debt and investment management concepts.

Responsibilities

• Help clients identify and achieve financial goals through comprehensive planning.
• Advise on real estate, retirement planning, mutual funds, and investment options.

Skills

Financial planning

Risk management

Estate planning

Debt management

Investment management

Job description

Bighorn Law, based near San Jose, is seeking an eager, strategic financial advisor to join our team. The role focuses on helping clients identify and achieve long-term financial goals through a broad range of planning services.

You will work with clients on risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options to build tailored strategies.