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Wealth Planning Associate — CFP Path
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2025-12-20
Listing for:
Cerity Partners
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in San Francisco is hiring an Associate | Wealth Planner to support a Wealth Advisor by developing financial plans and managing client relationships. The ideal candidate holds a Bachelor's degree and has 0-2 years in financial planning. Responsibilities include onboarding clients, maintaining CRM (Salesforce), and conducting independent research. The position offers a salary range of $70,000–$77,000 along with health benefits and flexible PTO.
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Position Requirements
10+ Years
work experience
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