Associate Advisor

Our partner is a wealth management firm that takes a highly personalized and comprehensive approach to financial planning. Rather than focusing solely on investments, they help clients navigate the emotional, financial, tax, and life-planning decisions that shape long-term wealth and fulfillment.

They are currently seeking an Associate Advisor to join their growing team in San Ramon, CA. This is an exciting opportunity for someone looking to build a long-term career in wealth management while working alongside experienced advisors in a collaborative, high-performing environment.

Why Join?

• Competitive Salary + Performance Bonus
• First-Year Expected Earnings: $75K++
• Bonus Potential: Up to 6% annually
• Flexible Hybrid Schedule: 2-3 days in office with long-term flexibility
• Comprehensive Benefits: Monthly benefits allowance, 401(k), and strong career development opportunities
• Work directly with an established advisory team focused on meaningful client relationships and long-term planning

Requirements/Skills:

• 1+ years of experience in financial planning, wealth management, investment advisory, or planning support
• Bachelor’s degree required
• Strong Excel and/or Google Sheets proficiency
• Highly organized with strong attention to detail and follow-through
• Collaborative, analytical, and motivated to grow within the wealth management profession
• Experience with financial planning software such as eMoney is highly preferred (not required)
• Series 66 not required