Careers


Join the Liberty Group Team!

Careers

The Liberty Group team believes in helping clients live the retirement of their dreams. Every day, we work hard to create a collaborative culture that inspires our team and people we serve to be their best selves — and achieve great things.

INTERESTED IN JOINING OUR TEAM?

 

We’re always looking for excellent candidates to become part of Liberty Group. If you would like to know more about a career with us, check out our job postings.

Business Development Associate

Oakland, CA

$65,000 yearly
Full-Time
Vision, Medical, Dental, Paid Time Off, Life Insurance, Retirement

Job Description

The role of business development associate is a key part of Liberty Wealth Management’s new business efforts. The purpose of this role is to ensure new business leads are promptly booked and confirmed for initial appointments. Highly responsive and personal engagement with leads is key to successfully performing this job. This job will teach a candidate interested in the financial services industry all the ins & outs of tax planning, estate planning, and wealth management.

Legal Assistant

Larkspur, CA

$60,000 yearly
Full-Time
Vision, Medical, Dental, Paid Time Off, Life Insurance, Retirement

Job Description

Law Offices of Hollander & Hollander, P.C.: Well-established Oakland-based law firm with offices in Larkspur, Newport Beach, and Palm Desert specializing in estate planning, probate, and trust administration.

Legal Assistant Position: Working alongside our wealth management firm whose services include investment advisory, tax & retirement planning, you will be able to learn quickly and take on a variety of legal tasks independently. Time management, organizational skills, and attention to detail are critical criteria in our selection process.

Legal Assistant

Newport Beach, CA

$60,000 yearly
Full-Time
Vision, Medical, Dental, Paid Time Off, Life Insurance, Retirement

Job Description

Law Offices of Hollander & Hollander, P.C.: Well-established Oakland-based law firm with offices in Larkspur, Newport Beach, and Palm Desert specializing in estate planning, probate, and trust administration.

Legal Assistant Position: Working alongside our wealth management firm whose services include investment advisory, tax & retirement planning, you will be able to learn quickly and take on a variety of legal tasks independently. Time management, organizational skills, and attention to detail are critical criteria in our selection process.