I. MISSION. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients. The Advisor will help execute BEW’s detailed Client Experience roadmap to understand client needs, issue spot, and identif...
