Job Description
Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days
A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.
This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.
Responsibilities
- Prepare and update financial plans using planning software
- Support advisors with comprehensive financial planning and client service
- Participate in client meetings and maintain ongoing client relationships
- Assist with account administration, investment service requests, and portfolio maintenance
- Help improve workflows, processes, and client service delivery
- Collaborate with advisors and internal specialists to support client goals
- Stay current on compliance requirements, firm policies, and industry trends
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
- 3+ years of experience in wealth management, ideally with financial planning experience
- Active Series 65, CFP, CPA, or CFA required
- Strong understanding of financial planning and fiduciary standards
- Excellent communication, organization, and relationship management skills
- Experience with financial planning and CRM platforms preferred (eMoney, Orion, Practifi, Schwab Advisor Center)
- Collaborative mindset with a strong desire to learn and grow in a fast-paced environment
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.