Careers at Plan Well Live Well

We have built a firm by making a difference in our clients' lives. Our vision is to be considered by our clients as the best and most dependable firm to deliver financial security, education and service. Please view the positions available below to determine if our firm is a good match for you.

Current Job Openings:

Associate Financial Advisor

Here at Plan Well Live Well we only want to partner with the best—you. Our success is reflected in the caliber of our financial advisors. You represent the real measure of who we are. Together, we can advance a shared vision to always lead the industry by consistently delivering impactful solutions.

The Associate Financial Advisor is an integral part of the organization. With financial planning responsibility for the firm’s small to mid-size clients, as well as their own list of clients, the Associate Financial Advisor is able to build an excellent business for themselves at a competitive compensation structure.

Responsibilities & Activities:

Develops, services, and delivers financial planning to their own list of clients
Services and delivers financial planning to the firm’s small to mid-size clients
Assists in research
Assists in developing client event presentations
Follows up on firm-generated leads
Assists the Senior Wealth Advisors as requested
Develops and maintains written systems of all their activities

Knowledge, Skills & Abilities:

Excellent interpersonal skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
A burning desire to succeed
An ability to handle multiple tasks and handle stress
Series 7, 63, and 66 registrations are required.
Previous financial experience

Employment Opportunities Contact:

Phil Mottini - AIF®, RFC®
Owner
Financial Advisor - Roseville
T: 916-797-1020 | F: 916-797-3020
pmottini@PlanWellLiveWell.com