Associate Advisor

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

Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors.

Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.

Responsibilities Support financial plan preparation and planning analysis

Prepare for and participate in client review meetings

Analyze client information and help implement planning recommendations

Manage follow-up items and ensure timely execution

Partner with client service, operations, and compliance teams

Support 401(k) participants and trustees

Assist with plan review meetings and investment selection discussions

Deliver a high-touch, detail-oriented client experience

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