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, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors.
Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.
Responsibilities
- Support financial plan preparation and planning analysis
- Prepare for and participate in client review meetings
- Analyze client information and help implement planning recommendations
- Manage follow-up items and ensure timely execution
- Partner with client service, operations, and compliance teams
- Support 401(k) participants and trustees
- Assist with plan review meetings and investment selection discussions
- Deliver a high-touch, detail-oriented client experience
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- Bachelor’s degree or equivalent experience
- A few years of junior/associate advisor experience preferred
- Series 7 and 66, or Series 7 with 63/65, or ability to obtain within 180 days
- California Life & Health Insurance License, or ability to obtain within 120 days
- CRM experience
- Financial planning software experience preferred, such as eMoney, RightCapital, or MoneyGuidePro
- Strong organization, attention to detail, and follow-through
- Proactive, coachable, and motivated to grow in a long-term advisory career
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.