Associate Wealth Advisor

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 Wealth Advisor 📍 San Francisco, CA (Hybrid) 🏢 Growing Wealth Management Firm 💰 Competitive Base + Bonus

Anisa is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients.

The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.

Responsibilities

• Prepare and update financial plans using financial planning software
• Build and maintain strong relationships with clients and team members
• Follow up with clients to gather information and clarify financial objectives
• Participate in client meetings and document discussions
• Support advisors in helping clients define and achieve their financial goals
• Monitor client progress and assist with ongoing financial planning needs
• Meet established deadlines and service standards
• Coordinate account administration and assist with investment-related requests and client inquiries
• Research and resolve account and operational issues
• Process account transactions while maintaining accuracy and regulatory compliance
• Identify opportunities to improve processes, efficiencies, and client service delivery
• Support goals-based financial planning and wealth management strategies
• Collaborate with internal subject matter experts and team members as needed
• Participate in training, professional development, and continuing education programs
• Stay current on industry trends, regulations, policies, and procedures
• Perform additional duties and special projects as assigned

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

Qualifications

• 3+ years of experience in wealth management, financial planning, or financial services
• Bachelor's degree and/or relevant professional certification preferred
• Series 65, Series 66, CFP®, CPA, CFA®, or similar professional credential preferred
• Strong commitment to ethical conduct and client confidentiality
• Working knowledge of financial planning concepts and strategies
• Growth-oriented mindset and commitment to continuous learning
• Understanding of industry regulations, compliance requirements, and best practices
• Excellent communication, presentation, organizational, and time management skills
• Ability to assess client needs and develop tailored financial solutions
• Strong technology skills, including proficiency with Microsoft Office and financial planning software
• Collaborative team player with strong interpersonal skills

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