Anisa Henry 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) 🏢 Client-Focused Wealth Management Firm 💰 Competitive Base + Bonus
Anisa 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.
Responsibilities:
Client & Meeting Support
- Prepare meeting materials and supporting documentation
- Participate in client meetings and document follow-up items
- Handle routine client communications and service requests
- Follow up on documents, signatures, and outstanding items
- Provide backup support to Lead Advisors as needed
Financial Planning
- Gather and maintain client financial information
- Prepare and update financial plans with Lead Advisor guidance
- Support planning analyses across retirement, tax, estate, and insurance
- Coordinate information with internal and external specialists
- Identify missing information, inconsistencies, and implementation needs
Coordination & Execution
- Turn client decisions into clear next steps
- Track requests, paperwork, and internal deliverables
- Maintain accurate records, notes, tasks, and deadlines
- Follow up on outstanding items and escalate delays
- Help keep recurring client service activities on schedule
Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
What We're Looking For:
We recognize that candidates may enter this role at different stages of development. Candidates do not need to have mastered every aspect of wealth management before joining the firm.
- Approximately 1–5 years of relevant wealth management, financial planning, investment, or related experience.
- Bachelor's degree in finance, financial planning, economics, business, accounting, or a related field preferred.
- CFP® certification, progress toward CFP® certification, or interest in pursuing the designation preferred.
- Foundational knowledge of financial planning and investment concepts appropriate to experience level.
- Strong organizational skills and ability to manage multiple client matters and deadlines.
- Strong written and verbal communication skills.
- Attention to detail and commitment to accurate documentation and follow-through.
- Ability to exercise judgment and recognize when an issue requires additional review or escalation.
- Ability to work collaboratively with advisors and specialists across multiple disciplines.
- Experience with financial planning, CRM, portfolio reporting, and Microsoft Office applications is helpful.