Associate Advisor

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Fee-Based Wealth Management Firm💰 Competitive Base + Comprehensive Benefits + Long-Term Incentives Anisa is partnered with a growing, client-focused wealth management firm that specializes in delivering comprehensive financial planning and investment advice to high-net-worth individuals and families.

This is an outstanding opportunity to work alongside experienced advisors, gain meaningful client exposure, and build the technical and relationship management skills needed to progress into a Lead Advisor role.

As an Associate Advisor, you'll play a key role in supporting comprehensive financial planning engagements while developing expertise across retirement, investment, tax, estate, and wealth transfer planning. This role is perfect for an aspiring financial planner who wants more than back-office plan preparation. You'll gain direct exposure to clients, learn from experienced advisors, and build the skills necessary to become a trusted advisor to high-net-worth families.

If you're passionate about financial planning and looking for a firm that offers mentorship, growth, and a clear career path, this opportunity is worth exploring.

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