[ref. n87595701] Associate Financial Advisor

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, a distinguished Registered Investment Advisor with approximately $10 billion in assets under management, is seeking a driven Associate Advisor to join their San Francisco team. Immerse yourself in a culture of excellence with daily opportunities to make an impact in the financial world.

Benefit from a HYBRID work schedule, comprehensive healthcare coverage, generous paid time off, and robust professional development programs. This position is more than just a job—it’s an opportunity to be part of something exceptional.

Responsibilities:

• Serve as the main point of contact for client interactions.
• Assess client portfolios and provide personalized recommendations.
• Prepare comprehensive client meeting materials, including cash flow and asset allocation analyses.
• Perform detailed spreadsheet analyses for complex financial scenarios, such as tax loss harvesting and strategies for transferring restricted wealth.

• 4+ years of experience of financial planning and high-net-worth client interactions.
• Certified Financial Planner (CFP) designation is required.
• Demonstrated ability to manage multiple high-profile client relationships while coordinating efficiently across teams for optimal results.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.