Associate Advisor

Associate Advisor | Wealth Management Firm | San Ramon

Join a growing, well-established wealth management firm that delivers personalized financial advice to high-net-worth clients in a collaborative, client-first environment. This is an excellent opportunity for an early-career financial planning professional to work alongside experienced advisors while gaining hands-on exposure to the entire financial planning process.

You'll receive strong mentorship, ongoing professional development, and support toward earning your CFP® and securities licenses. The firm offers a collaborative culture, flexible work environment, and a clear path for long-term growth into a lead advisory role.

Responsibilities

• Partner with senior advisors to deliver a high-touch client experience
• Prepare for client meetings and help develop comprehensive financial plans
• Support implementation of planning recommendations and follow through on client action items
• Build strong client relationships and provide ongoing planning support
• Collaborate with client service, operations, and compliance teams
• Manage planning workflows and contribute to process improvements
• Participate in mentorship and professional development opportunities