Jobs in the United States

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Associate Director, Merchandise Planning
Brilliant Earth
Remote, United States
…end to end - from defining business requirements and guiding development through adoption - including new forecasting tools, report automation, and process…
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Warehouse Worker
Aerotek
Medina, OH
- $20 to $22 USD / hour
Job Title: Warehouse WorkerJob DescriptionWe are seeking a dedicated Warehouse Associate to join our team. The role involves working from 8:00 AM to 5:00 PM, where you will be responsible…
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Associate Director, Laboratory Space Planning
AstraZeneca
Cambridge, MA · Cambridge
- $150,839.2 to $226,258.8 USD / year
The Associate Director, Laboratory Space Planning is responsible for overseeing site-based laboratory space planning, design coordination, and utilization improvement. This role supports…
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MS&T Process Associate Scientist
AstraZeneca
Frederick, MD · Frederick
- $90,960 to $136,441 USD / year
…has never been a more exciting time to join our team.The MS&T Process Associate Scientist plays a pivotal role in channeling our scientific capabilities to make a positive impact on…
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Production Associate
Aerotek
Attleboro, MA
- $23 USD / hour
…produces advanced composite materials as a Mix & Cast Production Associate. In this hands-on role, you prepare materials, mix chemical compounds, operate production equipment, and support…
Added 1 min ago
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General Production Worker
Aerotek
Greenfield, IN
- $43,680 to $49,920 USD / year
…with equipment and processes that can support long-term career development in…
Added 1 min ago
Senior Associate, Integration/Test Engineering
L3Harris Technologies
Alpharetta, GA
Job Title: Senior Associate, Integration/Test Engineer, Flying Probe/JTAG
Added 1 min ago
Product Development Coordinator
Randa Corp
Rosemont, IL
Schedule: Hybrid Schedule 3 days in office, 2 days remote
Added 2 mins ago
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Sales Associate
Orangetheory - Franchise #0210
McAllen, TX
- $9.25 to $15 USD / hour
…manager if you are selected to move forward in the interview…
Added 3 mins ago
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Medical Staff Coordinator Boise Full-Time Days
Trinity Health
Boise, ID
- Full-time
Process initial requests for membership and privileges, including the new physician orientation and tour process.
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Medical Laboratory Technician-Fulltime-Night Shift
Trinity Health
Canal Winchester, OH
- Full-time
12 Hour Night Shift
Added 3 mins ago
Laboratory Technician
Miller Electric Mfg. LLC
United States
…product testing, reliability, certification, and test equipment development in a fast-paced laboratory and manufacturing environment. This hands-on role is responsible for building,…
Added 3 mins ago
Tax Engagement Support Service Specialist
RSM US LLP
United States
The TESS Specialist supports the tax engagement process by managing the preparation, assembly, and delivery of tax returns and related client documents using firm tools and workflow…
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Management Consulting Associate, Revenue Growth & Operations
RSM US LLP
NY
As an Associate within the Management Consulting, Revenue Growth & Operations practice, you will become an impactful contributor in one of the fastest growing and most entrepreneurial…
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Business Analyst - HR Knowledge & Content Management
RSM US LLP
NY
- $48 to $72 USD / hour
…come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team…
Added 3 mins ago
Director, Process Risk and Controls
RSM US LLP
NY
As a director in RSM’s growing Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills…
Added 4 mins ago
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Services Technician
Insight Enterprises, Inc.
Newark, OH
- $25 to $27 USD / hour
High school diploma or equivalent (Associate's or technical certificate preferred)
Added 4 mins ago
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Experience Auto Claims Call Center Specialist
Warrior Insurance Network
Bedford Park, IL
- $18 to $20 USD / hour
…document loss information, assist callers in navigating the claims process, recognize situations requiring additional review, and provide support to claims adjusters and the broader Claims…
Added 4 mins ago
Patient Access Representative
SRC Texas Scottish Rite for Children
Frisco, TX
Patient intake/referral process and new patient scheduling for some patients
Added 4 mins ago
WI
Direct Bill Assistant
Warrior Insurance Network
Bedford Park, IL
- $16 to $20 USD / hour
Process payments received by mail, phone, walk-ins and online into billing systems
Added 4 mins ago
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Retail Lead Associate (Reduced-Time)
Amazon.com Services LLC - A57
Madison, WI
- From $19.95 USD / hour
As a Retail Lead Associate, you will be the face of Amazon and contribute to the culture based on customer obsession, trust, respect, integrity, continuous learning, and fun. You possess…
Added 5 mins ago
Assistant or Associate Professor in Analysis or Differential Equations
Texas State University-San Marcos
TX
The Department of Mathematics at Texas State University seeks applications for a tenure-track Assistant Professor or Associate Professor (with tenure) with research specialization in…
Added 5 mins ago
Designer
PBK Architects, Inc.
Richmond, VA
…construction documents. This individual will work on any/all phases of development including Pre-Design, Schematic Design, Design Development, Construction Documents and Construction…
Added 5 mins ago
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Sales Intern
RR Donnelley
Cincinnati, OH
- $18 USD / hour
…trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune…
Added 5 mins ago
Instructor, Computer Information Technology - FT
Southeast Community College
NE
Develop an individualized development plan in cooperation with the Associate Dean and as defined and supported on the Professional Development website.

Claire Myers Consulting

Associate Wealth Management Advisor

San Francisco, CA, United States

• Base Salary: $70K - $90K, depending on experience and qualifications

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Job details

Pay: • Base Salary: $70K - $90K, depending on experience and qualifications
Posting language: English

Original job description

Location: San Francisco Bay Area, CA | Hybrid / Remote Flexibility

Compensation: $70K –$90K Base Salary + Bonus + Benefits

Position Overview:

Our client is a successful, growing wealth management firm specializing in helping technology professionals and high-net-worth families navigate complex financial decisions with confidence and optimism. With approximately $1 billion in assets under management, the firm takes a highly personalized approach to financial planning, serving a select group of clients through meaningful, long-term relationships.

The firm is seeking a motivated, detail-oriented Associate Wealth Management Advisor who is excited to learn, grow, and build a rewarding career in wealth management. This is an exceptional opportunity for someone early in their career, a recent graduate, or an individual transitioning into financial services who wants to develop the technical expertise, client relationship skills, and confidence to become a successful Lead Wealth Management Advisor.

Working alongside experienced CFP® professionals in a collaborative team environment, this individual will gain hands-on exposure to sophisticated financial planning, investment management, equity compensation, and the unique needs of high-net-worth clients. The firm is deeply committed to developing its people and offers a clear career path toward becoming a Lead Wealth Management Advisor, with the potential for long-term leadership and partnership opportunities. This is an opportunity to learn the business from the ground up, work with an exceptional team, and build a meaningful and financially rewarding career.

Key Responsibilities:

Financial Planning & Client Support:

Partner closely with experienced Advisors to support comprehensive financial planning and wealth management for high-net-worth clients
Prepare for client meetings, including gathering information, reviewing financial plans, developing agendas, and organizing planning deliverables
Participate in client meetings alongside senior advisors, gaining exposure to client relationships, financial planning strategies, and the advisory process
Document meeting discussions, identify action items, and ensure accurate and timely follow-through by the team
Generate financial planning analysis and recommendations involving investments, retirement, tax strategies, equity compensation, and other complex financial matters
Work directly with clients to help them implement recommendations identified through the financial planning process

Client Experience & Relationship Development:

Support the delivery of a highly personalized, thoughtful, and responsive client experience
Serve as a dedicated point of contact for clients, building strong relationships, and answering their questions, planning needs, and ongoing service requests
Help clients understand their financial plans and feel confident about the decisions they are making
Collaborate with the advisory team to ensure client needs are addressed
Develop the communication skills, technical knowledge, and confidence necessary to personally own more client-facing responsibilities

Team Collaboration & Operational Excellence:

Work within a collaborative advisory team structure, partnering with Lead Advisors and other financial planning professionals
Maintain accurate client records, meeting notes, financial planning documentation, and follow-up activities
Leverage technology and AI-enabled tools to enhance efficiency, organization, and the client experience
Demonstrate exceptional attention to detail, accountability, a growth mindset and ownership of responsibilities

Professional Development & Career Growth:

Actively pursue required industry licensing, with the expectation of completing licensing examinations within the first 90 days
Work toward earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation within approximately two years, subject to applicable certification requirements
Take initiative in learning the firm's financial planning philosophy, processes, and approach to client relationships
Participate in ongoing mentorship, training, and professional development opportunities
Build the skills and experience necessary to progress into a Lead Advisor position over time

Qualifications & Ideal Candidate Profile:

Bachelor's degree - preferably with studies in Finance, Financial Planning, Business, Economics, or a related field
Open to recent college graduates, early-career professionals, and motivated career changers with a genuine interest in wealth management
Previous financial services experience is beneficial but not required
Strong interest in pursuing industry licensing and the CFP® designation
Highly motivated, intellectually curious, and eager to develop a long-term career in financial planning
Exceptional attention to detail, organizational skills, and ability to consistently follow through on commitments
Strong written and verbal communication skills with a genuine desire to build meaningful client relationships
Proactive, resourceful, and willing to take ownership of responsibilities
Humble, coachable, and excited to learn from experienced professionals

Above all, our client is looking for someone who is hungry to grow, takes pride in doing things right, and is excited about the opportunity to become an outstanding Wealth Management Advisor.

Career Growth & Development:

Our client believes in investing deeply in its people and building careers, not simply filling positions. The firm offers a structured development path that allows associates to progressively build technical expertise, client-facing experience, and leadership capabilities. As individuals develop their skills, obtain professional designations, and demonstrate mastery of the firm's planning philosophy, opportunities exist to advance into Lead Advisor positions with greater client relationship ownership, responsibility, and earning potential. For individuals who demonstrate exceptional performance and long-term commitment, future leadership and potential partnership opportunities may also be available. The firm provides mentorship from experienced CFP® professionals, comprehensive licensing and educational support, and a collaborative environment designed to help ambitious individuals succeed.

Compensation & Benefits:

• Base Salary: $70K - $90K, depending on experience and qualifications

• Performance Bonus: Eligible for up to 10% annual bonus

• Team Profitability Bonus: Additional earning opportunity after the first year, based on team performance

• Professional Development: Firm-paid licensing examinations, study materials, professional designations, and ongoing education

• 401(k): Retirement plan with 3% employer contribution

Health Insurance
Long-Term Disability Insurance
Flexible Paid Time Off

• Career Advancement: Defined opportunities for increasing responsibility, compensation growth, and progression toward a Lead Advisor role

Why This Opportunity Stands Out:

This is an opportunity to join a highly successful, close-knit advisory team that is intentionally focused on serving fewer households exceptionally well. Rather than being limited to administrative responsibilities, you will learn directly from accomplished financial planning professionals, participate in meaningful client work, and develop the skills to eventually manage sophisticated client relationships of your own.

For someone with ambition, curiosity, strong attention to detail, and a genuine passion for helping people, this role offers the mentorship, flexibility, resources, and long-term opportunity to build an exceptional career in wealth management.

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Jobs in the United States