Associate Advisor
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Associate Advisor | Wealth Management Firm | San RamonJoin 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.ResponsibilitiesSupport financial plan preparation and planning analysisPrepare for and participate in client review meetingsAnalyze client information and help implement planning recommendationsManage follow-up items and ensure timely executionPartner with client service, operations, and compliance teamsSupport 401(k) participants and trusteesAssist with plan review meetings and investment selection discussionsDeliver a high-touch, detail-oriented client experienceFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 19 hours ago
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