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 📍 San Ramon, CA (On-Site) 🏢 Thriving Wealth Management Firm 💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives

A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment.

What You'll Do

• Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services
• Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies
• Participate in client meetings and assist with relationship management initiatives
• Conduct financial analysis, planning research, and investment-related due diligence
• Prepare meeting materials, recommendations, and client review presentations
• Coordinate implementation of planning recommendations and follow up on client action items
• Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience
• Support retirement plan participants and business-owner clients through ongoing service and planning discussions

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Who We're Looking For The ideal candidate is ambitious, relationship-oriented, and passionate about helping clients achieve their financial goals. You enjoy building meaningful relationships, thrive in a team environment, and are committed to both technical excellence and exceptional client service.

Qualifications

• Bachelor's degree or equivalent professional experience
• Series 7 and Series 66 licenses (or ability to obtain within a defined timeframe)
• Insurance license or willingness to obtain
• Experience within wealth management, financial planning, or financial advisory services
• Familiarity with CRM platforms and financial planning software such as eMoney, MoneyGuidePro, RightCapital, or similar tools
• Strong analytical, organizational, and communication skills
• Proficiency with Microsoft 365 applications

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.