Associate Wealth Advisor

6 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the power of collaboration, and the value of delivering on promises. Our team is composed of dedicated professionals committed to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful relationships.This role is in office five days a week.Position OverviewUnder the general supervision of the Managing Director (MD) and/or Senior Wealth Advisor, the Associate Wealth Advisor (AWA) is responsible for managing and monitoring client relationships. This role involves understanding clients’ financial goals, implementing financial plans, and integrating financial planning, risk management, investment management, tax planning, and estate planning services.Essential FunctionsAdhere to core processes and service models for delivering wealth management services.Maintain clear communication with clients regarding service expectations and deliverables.Support client relationship management in partnership with Senior Wealth Advisors or Managing Directors to ensure a consistent and positive client experience.Collaborate with internal support teams, including Operations and Investment Management, to deliver outstanding client service.Develop and implement comprehensive financial plans tailored to clients' specific needs and goals, addressing financial, risk, tax, investment, and estate planning.Design and implement portfolio strategies to help meet clients' financial objectives in collaboration with investment management teams.Analyze clients' risk profiles and create strategies to protect and preserve wealth.Coordinate with clients’ accountants, attorneys, and other advisors to ensure cohesive and comprehensive wealth management.EducationBachelor’s degree in business, finance, accounting, economics, or related field; MBA strongly preferred.Series 65 and Series 7 required. (Note: Series 66 may be accepted in place of the Series 65, as it encompasses the 65.)Certified Financial Planner (CFP) certification highly desirable or willingness to complete upon onboarding.ExperienceBackground in client service, relationship management, and wealth management.Strong knowledge of financial planning, risk management, investment management, tax planning, and estate planning.Exceptional attention to detail to ensure accuracy in client service.Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Technical SkillsProficient in Microsoft Office (Outlook, Word, Teams, Excel).Proficient in Zoom.Experience with Practifi (Salesforce) or similar CRM preferred.Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.Experience with eMoney preferred.Other RequirementsProvide professional and courteous service to clients, prospects, and colleagues.Effectively manage customer inquiries and resolve complaints.Prioritize workloads and meet deadlines in a fast-paced environment.Maintain attention to detail and high standards of municate effectively and relay information to others, including senior management.Write concise, logical, and grammatically correct anize and maintain efficient processes.This role has a competitive base and bonus, and top tier benefits.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at Course by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Paid paternity leaveGet notified about new Wealth Management Advisor jobs in San Francisco Bay Area.San Francisco, CA $100,000.00-$165,000.00 2 weeks agoCiti Wealth at Work - Investment Relationship Officer - OfficerSunnyvale, CA $56,000.00-$72,000.00 1 week agoSan Francisco Bay Area $36,000.00-$125,000.00 3 weeks agoSan Francisco, CA $190,000.00-$225,000.00 6 days agoDirector, Institutional Pensions Relationship ManagementSan Francisco Bay Area $110,000.00-$120,000.00 3 weeks agoFinancial Advisor (Career Changers Encouraged, Training & Mentorship Provided)San Ramon, CA $90,000.00-$100,000.00 2 weeks agoSebastopol, CA $100,000.00-$200,000.00 4 days agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17