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-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service.

Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development.

Responsibilities

• Support senior advisors with financial planning and investment strategy
• Build financial plans and prepare for client meetings
• Participate in client meetings and manage follow-up
• Support client onboarding and ongoing relationship management
• Review client financial information and prepare planning materials
• Handle account openings, transfers, and client paperwork
• Support insurance planning and coordinate with custodians/external partners
• Maintain CRM records and improve planning workflows

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

• Bachelor’s degree required
• 1-3+ years of wealth management experience
• Background in financial planning, client service, operations, or investments
• Experience supporting advisors and client relationships
• Strong analytical skills, attention to detail, and communication
• Proficiency with Excel and Google Sheets
• eMoney, CRM, portfolio management, or custodial platform experience preferred
• Series 7, 65/66, CFP, or ChFC a plus
• Proactive, personable, and eager to grow

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.