Careers

Become a Wealth Advisor

At North Berkeley Wealth, we develop talent, inspire passion, and build careers. We prioritize the long-term development of our people. Every employee of the firm has a multi-year professional development plan, which we update and review at multiple points throughout the year. We have a track record of promoting from within, and we like our people to advance with the firm.

We prioritize the funding of relevant professional credentialing for our people. We want our people to develop their interests, passions, and expertise. We frequently quote the old question of the executive who said, “What if I train my people, and they leave?” with the answer-in-a-question of “What if you don’t train your people, and they stay?”

We prioritize the funding of relevant professional credentialing for our people. We want our people to develop their interests, passions, and expertise. We frequently quote the old question of the executive who said, “What if I train my people, and they leave?” with the answer-in-a-question of “What if you don’t train your people, and they stay?”

Open Positions

Brand and Client Experience Manager
We want the experience of being a North Berkeley client, from our website to visiting our office to the small details in between, to reflect who we are. This position is responsible for the North Berkeley experience.
Learn More >

If you’d like to be considered for future openings, please contact us at [email protected].

Benefits

We offer comprehensive benefits, including paid time off, all stock market holidays off, healthcare and dental insurance for employees and their immediate family, long-term disability, profit-sharing, 401k, free comprehensive financial planning and investment management services, and time off to perform community service.

Tell Us About Yourself

We encourage you to contact us about your interest in working at North Berkeley Wealth Management. Even if there are no current positions available, we’re happy to hear from you. We are always looking to network and connect people, and welcome your inquiry via [email protected]