Associate Financial Advisor - Hybrid; 3 days onsite

About the role

Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They're known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships. The firm offers a collaborative, values-driven environment with real growth potential. This is a client-facing role with a clear path to becoming a lead advisor, strong mentorship, and exposure to complex work. You'll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco.

Responsibilities

• Partner with advisors to support high-net-worth clients
• Build and deliver financial plans
• Support tax, estate, and investment planning initiatives
• Analyze portfolios and help develop client recommendations
• Prepare client materials, proposals, and meeting follow-ups
• Manage ongoing client engagement and day-to-day communication
• Collaborate with senior advisors and investment team on tailored strategies

Qualifications

• 3–5+ years in wealth management or financial planning
• CFP or CFA required, ideally a CFP
• Must have MoneyGuidePro and/or eMoney financial planning software experience
• Strong investment and planning experience; advanced Excel skills
• Experience with tools like Orion, or Salesforce
• Solid understanding of retirement, tax, and estate planning concepts
• Strong communication skills and ability to work with sophisticated clients
• Team-oriented with a clear interest in growing into an advisor role

Schedule

Hybrid; 3 days onsite in San Francisco.

Benefits

• Fully covered healthcare
• Generous PTO
• 401k match

For additional information or questions, reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services.