Associate Wealth Advisor

Posted: 16-Jul-26 | Location: Redwood City, California | Type: Full Time | Salary: $120,000 - $160,000

About the role

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.

Responsibilities

• Serve as the relationship-forward member of a service team, ensuring strong client communication and trust.
• Perform and lead component financial analyses to inform client recommendations.
• Translate financial complexity into clear, confident guidance for clients.
• Utilize custodial platforms (e.g., Altruist, Pershing) and financial advisory technology (e.g., financial planning software, cash flow analysis software, tax analysis software).
• Work with foundational advisory technologies such as CRM systems and reporting systems.

Requirements

• A genuine instinct for human connection: you're the kind of person clients want to call.
• 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 of client-facing advisory experience in financial services.
• Experience with custodial platforms (Altruist, Pershing, etc.) and key types of financial advisory technology.

Preferred Qualifications

• Experience using eMoney.
• Pursuit of an advanced degree or designation in financial services.

About Griffin Black, LLC

Griffin Black is an independent, fee-only Registered Investment Advisor (RIA) firm that has served high-achieving professionals since 2005. We design bespoke, data-driven financial strategies built around the whole pattern of our clients' lives, not just their portfolios.

Pay

Annual salary: $120,000 - $160,000, based on relevant experience. Additional benefits included.