Associate Advisor - Glendora, CA

About the role

Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with.

Responsibilities

• Participate in client meetings alongside the lead advisor
• Build, prepare, and present comprehensive retirement plans and tax strategies
• Develop and maintain client relationships with a focus on long-term trust
• Provide proactive support to advisors and clients, anticipating needs and opportunities
• Serve as an ongoing advisor for existing client relationships
• Provide planning recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
• Assist with onboarding new clients and ensuring a seamless client experience
• Manage account paperwork and coordinate with custodians
• Maintain accurate client records in CRM
• Stay current on financial planning strategies and tax law changes affecting retirees

Requirements

• Bachelor’s degree required
• Active Series 65 or Series 66 license
• Life Insurance license
• 2–4 years of experience in a financial planning or advisory role
• CFP coursework, CFP candidacy, or CFP designation a plus
• Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital)
• Knowledge of tax planning software a plus
• CRM experience
• Experience managing client relationships and communication
• Experience with account paperwork and workflows
• Strong communicator — confident in client-facing situations
• Detail-oriented, organized, and able to work independently
• Growth mindset — you want to build something and grow into a lead advisor role

Qualifications

• None specified

Skills

• Strong communicator
• Detail-oriented
• Organized
• Independent work ability
• Growth mindset

Benefits

• Base salary: $70,000 – $95,000/year depending on experience
• Performance bonus potential
• 401(k) with match
• Benefits package (health, dental)

Pay

Base salary: $70,000 – $95,000/year depending on experience

Schedule

In office: Monday – Friday, 8:30am - 5:00pm