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Associate Wealth Advisor: Tax-Savvy & Long-Term

Job in Petaluma, Sonoma County, California, 94954, USA
Listing for: FPC Investment Advisory, Inc.
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 120000 USD Yearly USD 70000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Associate Wealth Advisor: Tax-Savvy & Long-Term Growth

FPC Investment Advisory, a Petaluma-based fee-only RIA, seeks an Associate Wealth Advisor to grow into a trusted advisor by delivering comprehensive wealth management services and exceptional client experiences.

The role is ideal for someone with experience in wealth management, financial planning, client service, accounting, tax, or financial services, aiming to advance within a collaborative team.

Consider building your career as a Associate Wealth Advisor:
Tax-Savvy & Long-Term Growth at FPC Investment Advisory, Inc.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Petaluma, CA, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 70..

We aim to respond to suitable candidates as soon as possible.

Position Requirements
10+ Years work experience
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