Associate Advisor

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Associate Advisor | Wealth Management Firm | San Ramon

Join a growing, relationship-focused wealth management firm serving successful individuals, families, and business owners. The firm offers a collaborative environment with direct access to senior advisors, meaningful client exposure, and a strong commitment to professional development.

This is an excellent opportunity for someone looking to accelerate their financial planning career and grow into a more client-facing advisory role. You'll work closely with experienced advisors, gain exposure to financial planning, investments, and relationship management, and receive support for licensing, professional development, and long-term career growth.

Responsibilities

• Support advisors with financial planning and investment strategy
• Build financial plans and prepare for client meetings
• Participate in client meetings and manage follow-up action items
• Support client onboarding and ongoing relationship management
• Analyze client financial information and prepare planning recommendations
• Assist with account openings, transfers, and client service requests
• Coordinate insurance planning and work with custodians and external partners
• Maintain CRM records and help improve planning processes

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• Bachelor's degree required
• 1-4+ years of wealth management experience
• Background in financial planning, client service, operations, or investments
• Experience supporting advisors and client relationships
• Strong analytical, organizational, and communication skills
• Proficiency with Excel and Google Sheets
• Experience with eMoney, CRM systems, portfolio management, or custodial platforms preferred
• Series 7, 65/66, CFP, or ChFC a plus
• Proactive, personable, and eager to grow within wealth management

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.