Associate Wealth Advisor - Boutique RIA Firm in SF
robert halfMillbrae, CA
Associate Wealth Advisor - Boutique RIA Firm in SF
robert halfMillbrae, CAMid L4
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Overview:
In this role, you partner with Senior Advisors to support client relationships and deliver personalized service within a collaborative wealth-management team. You will gain hands-on exposure to financial planning and investment advisory while handling day-to-day client communications. You’ll help prepare materials for meetings, track requests, and drive timely follow-ups, contributing to a high-quality client experience. This is a growth-minded opportunity to transition from client service toward an advisory career.
Responsibilities:
Support client relationships under Senior Advisors Serve as main contact for clients via phone and email Prepare financial planning materials for client meetings Review account information and follow up on next steps Coordinate deliverables and track client requests to ensure timely action Identify opportunities to enhance the client experience and resolve questions Continue developing knowledge of the advisory business and build client trust
Key requirements:
Client service experience in financial services (preferred) relationship-building communication team-oriented proactive exposure to financial planning and investment advisory services ability to prepare planning materials and review accounts
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Level
Mid L4
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today