Associate Wealth Advisor - Boutique RIA Firm in SF

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

A Great Next Step for a Client Service Associate Ready to Grow into an Advisory Role

A growing Wealth Management firm is looking for an Associate Financial Advisor to join its highly collaborative team! This is an excellent opportunity for a Client Service Associate or aspiring advisor who wants to take the next step in their career, gain greater exposure to financial planning, and build meaningful client relationships.

You'll work closely with Senior Advisors in a team-oriented environment where people genuinely enjoy working together, support one another, and value work-life balance. This is an opportunity to expand beyond traditional client service responsibilities while developing the skills and experience needed to grow as an advisor.

What You'll Do:

• Partner with Senior Advisors to support and manage client relationships, ensuring a high level of personalized service.

• Serve as a key point of contact for clients, handling day-to-day communications via phone and email.

• Participate in client meetings by preparing financial planning materials, reviewing account information, and following up on next steps.

• Gain hands-on exposure to financial planning and investment advisory services.

• Proactively track client requests, coordinate deliverables, and ensure action items are completed in a timely manner.

• Identify opportunities to enhance the client experience and help resolve questions or concerns.

• Build trusted relationships with clients while continuing to develop your knowledge of the advisory business.

Requirements

• 2+ years of experience within financial services, ideally in a Client Service Associate or Wealth Management support role.

• An interest in growing into an advisory-focused position and developing a long-term career in Wealth Management.

• Must hold at least one of the following: Series 65, CFA, CFP, or CPA.

• Experience with eMoney or a similar financial planning platform.

• Familiarity with Schwab is a strong plus.

• A proactive, team-oriented professional who enjoys building relationships and collaborating with others.

Why Consider This Opportunity?

• Work alongside an experienced and supportive team of Senior Advisors.

• A collaborative culture where everyone's contributions are valued.

• Opportunity to expand your responsibilities and grow into an advisory role.

• A firm that prioritizes work-life balance while delivering exceptional client service.

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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