Associate Advisor - Glendora, CA

Advisor Talent Solutions; Glendora (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Performance bonus potential

Health and dental benefits

Job summary

Advisor Talent Solutions is seeking an Associate Advisor in Glendora, CA. In this role, you will work closely with clients, contributing to financial planning and relationship management. The position offers a defined path to advancement into a Lead Advisor role.

Key responsibilities include attending client meetings, developing retirement plans, and providing personalized client service. Candidates should have a Bachelor's degree, relevant licenses, and experience in financial planning.

Salary ranges from $70,000 to $95,000, with performance bonuses and a comprehensive benefits package.

Qualifications

• 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.
• Solid understanding of retirement planning concepts.

Responsibilities

• Participate in client meetings alongside the lead advisor.
• Build, prepare, and present comprehensive retirement plans.
• Develop and maintain client relationships.
• Manage accurate client records in CRM.
• Stay current on financial planning strategies.

Skills

Client relationship management

Communication

Detail-oriented

Financial planning software proficiency

Retirement planning concepts knowledge

Education

Bachelor's degree

Tools

eMoney

MoneyGuidePro

RightCapital

CRM software

Job description

Position: Associate Advisor
Firm: Vosberg Wealth Management
Location: Glendora, CA

About Us

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.

Overview

We are looking for a driven and client‑focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast‑growing firm with opportunity for advancement, this is the opportunity for you.

What You'll Do

• 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

What We're Looking For

• 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 (eMoney, MoneyGuidePro, RightCapital or similar)
• 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

Pay & Perks

• Base salary: $70,000 – $95,000/year depending on experience
• Performance bonus potential
• 401(k) with match
• Benefits package (health, dental)
• Clear and defined path to Lead Advisor as the practice expands

Schedule

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