Associate Advisor

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes.Responsibilities: Client SupportPrepare meeting materials, reports, and agendas.Participate in client meetings and document key decisions and action items.Manage routine client requests and follow up on documents, signatures, and outstanding items.Provide backup support to Lead Advisors as needed.Financial PlanningGather and maintain client financial data.Prepare and update financial plans under Lead Advisor guidance.Support retirement, cash flow, tax, estate, and insurance analyses.Coordinate with planning, investment, tax, and estate specialists.Identify information gaps, inconsistencies, and items requiring review.Assist with implementing approved planning recommendations.Coordination & ExecutionTranslate client and advisor decisions into actionable next steps.Track planning work, service requests, paperwork, and deliverables through completion.Maintain accurate client records, notes, tasks, and deadlines.Monitor progress, follow up on outstanding items, and escalate issues when needed.Investment SupportBuild knowledge of the firm's investment philosophy and client portfolios.Prepare portfolio review materials.Flag portfolio or client changes requiring advisor or investment team review.Support implementation of approved investment decisions.For fastest consideration, reach out to Anisa Henry via email or LinkedIn.