Associate Wealth Advisor

Associate Wealth Advisor Company: Griffin Black, LLC Posted: 16-Jul-26 Location: Redwood City, California Type: Full Time Salary: $120,000 - $160,000 Categories: Wealth Management Sector: Wealth Management Salary Details: Annual salary based on relevant experience. Additional benefits. Required Education: 4 Year Degree We serve clients from collaborative teams, delivering bespoke, data-driven financial strategies built around the whole pattern of clients' lives, not just their portfolios. The Associate Wealth Advisor is the relationship-forward member of a service team, carrying real responsibility for client communication and trust, while also performing and leading component financial analyses that feed into client recommendations. Each service team is led by an Engagement Manager, and the Associate Wealth Advisor is their closest partner. This is a role for someone on a clear path toward Wealth Advisor and beyond. Must-haves A genuine instinct for human connection: you're the kind of person clients want to call. The ability to translate financial complexity into clear, confident guidance. Excellent oral and written language skills (without AI assist). The drive to take on client responsibility and grow along a career track toward Lead Wealth Advisor. A bachelor's degree. Series 65 and Certified Financial Planner (CFP) designations. Two or more years client-facing advisory experience in financial services. Experience with custodial platforms (Altruist, Pershing, etc.) as well as with key types of financial advisory technology (e.g., financial planning software, cash flow analysis software, tax analysis software, etc.). Facility with other foundational advisory technologies, e.g., CRM systems, reporting systems, etc. Preferred Qualifications Experience using eMoney. Pursuit of an advanced degree or designation in financial services. About Griffin Black, LLC Griffin Black is an independent, fee-only Registered Investment Advisor (RIA) firm that has served high-achieving professionals since 2005. We design bespoke, data-driven financial strategies built around the whole pattern of our clients' lives, not just their portfolios. #J-18808-Ljbffr FPA of Charlotte