Careers
Opes Advisors is changing the way investment strategies and mortgage solutions are designed and managed for our clients. Opes is comprised of two interactive divisions: Integrated Wealth Management and Mortgage Services. This exclusive combination allows us to fully serve our clients by providing advice in complex financial situations from investments to home purchases or refinancing.
Opes Advisors is a Registered Investment Advisory Firm, registered with the SEC and a Mortgage Banking Firm licensed by the Department of Real Estate. There are currently four branch locations in Northern California: Palo Alto, San Mateo, Marin and Los Gatos.
Opes Advisors offers excellent opportunities for Mortgage Advisors
and Net Branches. Plus, our structure allows for Mortgage Advisors
to transition into successful careers as Financial Advisors. To find
out about joining Opes as a Mortgage Advisor, a Net Branch or to
learn more about becoming a licensed Financial Advisor while
producing your mortgage business read our
whitepapers.
If you would like to be part of a team where individual contribution
counts and where your ambitions and abilities can make a difference,
please send us your resume:
resumes@opesadvisors.com.
Wealth Management
Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
Opes Wealth >
Mortgage Services
When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
Opes Mortgage >