<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Wealth Advisor </p><p>&#128205; San Francisco, CA (Hybrid)</p><p>&#127970; Growing Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a wealth management firm is seeking an <strong>Associate Wealth Advisor</strong> to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. </p><p><br></p><p>The <strong>Associate Wealth Advisor</strong> will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using financial planning software</li><li>Build and maintain strong relationships with clients and team members</li><li>Follow up with clients to gather information and clarify financial objectives</li><li>Participate in client meetings and document discussions</li><li>Support advisors in helping clients define and achieve their financial goals</li><li>Monitor client progress and assist with ongoing financial planning needs</li><li>Meet established deadlines and service standards</li><li>Coordinate account administration and assist with investment-related requests and client inquiries</li><li>Research and resolve account and operational issues</li><li>Process account transactions while maintaining accuracy and regulatory compliance</li><li>Identify opportunities to improve processes, efficiencies, and client service delivery</li><li>Support goals-based financial planning and wealth management strategies</li><li>Collaborate with internal subject matter experts and team members as needed</li><li>Participate in training, professional development, and continuing education programs</li><li>Stay current on industry trends, regulations, policies, and procedures</li><li>Perform additional duties and special projects as assigned</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>

<p><strong>Qualifications</strong></p><ul><li>3+ years of experience in wealth management, financial planning, or financial services</li><li>Bachelor&#39;s degree and/or relevant professional certification preferred</li><li>Series 65, Series 66, CFP®, CPA, CFA®, or similar professional credential preferred</li><li>Strong commitment to ethical conduct and client confidentiality</li><li>Working knowledge of financial planning concepts and strategies</li><li>Growth-oriented mindset and commitment to continuous learning</li><li>Understanding of industry regulations, compliance requirements, and best practices</li><li>Excellent communication, presentation, organizational, and time management skills</li><li>Ability to assess client needs and develop tailored financial solutions</li><li>Strong technology skills, including proficiency with Microsoft Office and financial planning software</li><li>Collaborative team player with strong interpersonal skills</li></ul><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>

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