McKinney, Texas
Posted: 16-Jul-26
Location: Redwood City, California
Type: Full Time
Salary: $120,000 - $160,000
Sector:
Salary Details:
Required Education:
We serve clients from collaborative teams, delivering bespoke, data-driven financial strategies built around the whole pattern of clients’ lives, not just their portfolios. The Associate Wealth Advisor is the relationship-forward member of a service team, carrying real responsibility for client communication and trust, while also performing and leading component financial analyses that feed into client recommendations. Each service team is led by an Engagement Manager, and the Associate Wealth Advisor is their closest partner. This is a role for someone on a clear path toward Wealth Advisor and beyond.
Must-haves
- A genuine instinct for human connection: you're the kind of person clients want to call.
- The ability to translate financial complexity into clear, confident guidance.
- Excellent oral and written language skills (without AI assist).
- The drive to take on client responsibility and grow along a career track toward Lead Wealth Advisor.
- A bachelor's degree.
- Series 65 and Certified Financial Planner (CFP®) designations.
- Two or more years client-facing advisory experience in financial services.
- Experience with custodial platforms (Altruist, Pershing, etc.) as well as with key types of financial advisory technology (e.g., financial planning software, cash flow analysis software, tax analysis software, etc.).
- Facility with other foundational advisory technologies, e.g., CRM systems, reporting systems, etc.
Preferred Qualifications
- Experience using eMoney.
- Pursuit of an advanced degree or designation in financial services.
