Associate Wealth Advisor

Reach out to Michelle Espejo via email or LinkedIn 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.ResponsibilitiesPrepare and update financial plans using planning softwareSupport advisors with comprehensive financial planning and client serviceParticipate in client meetings and maintain ongoing client relationshipsAssist with account administration, investment service requests, and portfolio maintenanceHelp improve workflows, processes, and client service deliveryCollaborate with advisors and internal specialists to support client goalsStay current on compliance requirements, firm policies, and industry trendsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn