Associate Advisor at Thriving Wealth Management Firm

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. ResponsibilitiesSupport senior advisors with financial planning and investment strategyBuild financial plans and prepare for client meetingsParticipate in client meetings and manage follow-upSupport client onboarding and ongoing relationship managementReview client financial information and prepare planning materialsHandle account openings, transfers, and client paperworkSupport insurance planning and coordinate with custodians/external partnersMaintain CRM records and improve planning workflowsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.