Anisa 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 Advisor San Ramon, CA (On-Site) Thriving Wealth Management Firm Competitive Base + Bonus + Comprehensive Benefits + Long-Term IncentivesA growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients.
This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment.What You'll DoPartner with Senior Advisors to deliver comprehensive wealth management and financial planning servicesPrepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategiesParticipate in client meetings and assist with relationship management initiativesConduct financial analysis, planning research, and investment-related due diligencePrepare meeting materials, recommendations, and client review presentationsCoordinate implementation of planning recommendations and follow up on client action itemsCollaborate with client service, operations, and compliance teams to deliver an exceptional client experienceSupport retirement plan participants and business-owner clients through ongoing service and planning discussionsFor fastest consideration, reach out to Anisa Henry via email or LinkedIn.
Associate Advisor in san ramon at Unknown Company
This position is listed as full time and onsite.