Wealth Management Associate
Procisive
The Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning. This role is designed for someone early to mid-career who wants to develop into a lead advisor over time. The position provides exposure to high-net-worth client relationships and participation in financial planning and client communication. Associates begin by supporting client relationships and gradually take ownership of select client segments over time. This is a long-term role for individuals who want to grow within a firm and build toward becoming a Wealth Manager. Principal Duties and Responsibilities: Support senior advisors in managing high-net-worth client relationships Take ownership of defined client relationships over time. Assist in the development and implementation of wealth strategies across investments, tax, estate, and financial planning Participate in client meetings and lead portions of client communication related to recommendations, materials, and follow-up communication Analyze client financial situations, identify issues, and help develop actionable recommendations Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies Maintain organization and follow-through across client deliverables and planning work Develop the technical and client-facing skills required to take on increased responsibility over time Work within the firm's advisory model and team structure with a focus on execution and reliability Position Requirements: 3+ years of experience in wealth management, financial planning, or a related field Exposure to high-net-worth clients or financial planning work Strong understanding of financial planning concepts, investments, and client service Ability to communicate clearly and professionally with clients and internal teams Detail-oriented with strong follow-through and organization Ability to learn quickly, take direction, and operate with focus. #J-18808-Ljbffr Procisive
$85k - $115k
...About the job Associate Financial Advisor Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach that provides integrated financial planning and investment management to individuals and families specializing...SuggestedFull timeWork at officeRemote workBlankinship and Foster LLC
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Solana Beach, CA1 day ago- ...take pride in the work you do, whether big or small You agree that food is central to all our lives Helping customers and fellow associates gives you energy Smiling and making others smile is your favorite You are eager & willing to learn Being a part of your community...Flexible hours
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Encinitas, CA2 days ago$100k
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Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you. Our core values capture that spirit as...Minimum wageLocal areaImmediate startShift workNight shiftPetco
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La Jolla, CA2 days ago$41.71k - $50.5k
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La Jolla, CA3 days ago- ...at the practice. Team Player – Must be a team player and able to effectively communicate with fellow co‑workers, supervisors, and managers. Computer – To perform this job successfully, an individual should have knowledge of: Manufacturing Software; Payroll Systems; Spreadsheet...Work at officeFlexible hours
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Encinitas, CA1 day ago $52k - $55k
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Encinitas, CA3 days ago $22 - $25 per hour
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Encinitas, CA3 days ago$20 - $26 per hour
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