Associate Advisor
$75kPursuit
Our partner is a wealth management firm that takes a highly personalized and comprehensive approach to financial planning. Rather than focusing solely on investments, they help clients navigate the emotional, financial, tax, and life-planning decisions that shape long-term wealth and fulfillment.
They are currently seeking an Associate Advisor to join their growing team in San Ramon, CA. This is an exciting opportunity for someone looking to build a long-term career in wealth management while working alongside experienced advisors in a collaborative, high-performing environment.
Why Join?
- Competitive Salary + Performance Bonus
- First-Year Expected Earnings: $75K++
- Bonus Potential: Up to 6% annually
- Flexible Hybrid Schedule: 2-3 days in office with long-term flexibility
- Comprehensive Benefits: Monthly benefits allowance, 401(k), and strong career development opportunities
- Work directly with an established advisory team focused on meaningful client relationships and long-term planning
Requirements/Skills:
- 1+ years of experience in financial planning, wealth management, investment advisory, or planning support
- Bachelor’s degree required
- Strong Excel and/or Google Sheets proficiency
- Highly organized with strong attention to detail and follow-through
- Collaborative, analytical, and motivated to grow within the wealth management profession
- Experience with financial planning software such as eMoney is highly preferred (not required)
- Series 66 not required
Vacancy posted 4 hours ago
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