Associate Advisor
About this role
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
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