Financial Journey Partners jobs and careers

About Financial Journey Partners

Partners in Your Financial Journey® Wealth Managers based in San Jose, California. We help our clients make smart decisions and align their money with their goals so they can enjoy the journey. Who We Are: - 3 Wealth Managers with 5 Support Staff - Fiduciaries - Utilizing Industry Leading Technology - Based in Silicon Valley What We Do: - Deliver Advanced Planning - Actively Manage Portfolios - Strategically Mitigate Taxes - Preserve Wealth and Care for Heirs - Maximize Charitable Impact Who We Serve: - Investors with Company Stock - Professional Women - People Planning for Retirement Investment advisory services offered through Mutual Advisors, LLC DBA Financial Journey Partners, an SEC Registered Investment Adviser. Securities offered through Mutual Securities, Inc. Member FINRA/SIPC. Mutual Securities, Inc.and Mutual Advisors, LLC are affiliated companies.

Founded in 1986 by Elaine Manley.