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Job description
Our client is looking for a motivated, experienced Associate to support their planning and operations team. This role is ideal for someone with 1–3 years of experience in financial services who’s ready to take on more responsibility while continuing to learn and grow in a client-focused environment.
You’ll work closely with the full team to support financial planning, trading, investment proposals, and high-net-worth client service.
What You’ll Do:
Manage operational tasks such as account setup, money movement, and performance reporting
Input and interpret client financial and tax data to support planning
Prepare investment proposals and financial plan updates
Maintain CRM records and support all aspects of client service
Collaborate across departments to improve processes and outcomes
What You Bring:
1–3 years of experience in wealth management or financial services
Series 65 or willingness to obtain within 6 months
Bachelor’s degree required; MBA or CFP preferred
Strong analytical and interpersonal skills
Self-starter with attention to detail and ability to work in a fast-paced environment
Schedule:
In‑office, Monday–Friday, 7AM-4PM
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Worksite address
danville, CA, 94506, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.