Associate Advisor | East Bay Concord, CA

Associate Advisor

A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment. The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities.

This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office.

Key Responsibilities:

• Serve as a trusted point of contact for clients and provide a high level of ongoing service
• Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items
• Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning
• Support investment portfolio implementation and ongoing monitoring
• Coordinate account openings, transfers, distributions, and other client requests
• Maintain accurate CRM records and ensure operational excellence
• Collaborate closely with advisors and internal team members in a small, team-oriented environment
• Contribute to firm initiatives and support a positive, client-first culture