Associate Wealth Advisor - SF

Reach out to Michelle Espejo via email or Linked In for additional information or questions regarding this listing.

Associate Financial Advisor | Wealth Management | San Francisco;
HybridA growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.

This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.

Responsibilities Prepare and update financial plans using planning software

Support advisors with comprehensive financial planning and client service

Participate in client meetings and maintain ongoing client relationships

Assist with account administration, investment service requests, and portfolio maintenance

Help improve workflows, processes, and client service delivery

Collaborate with advisors and internal specialists to support client goals

Stay current on compliance requirements, firm policies, and industry trends

For fastest consideration, reach out to Michelle Espejo via email or Linked In