Associate Advisor: Wealth Planning & Client Support

Destination Wealth Management; Bancroft (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Destination Wealth Management is seeking an Associate Advisor to support Lead Advisors in managing client relationships and delivering comprehensive wealth management services.

In this role you will prepare client meeting materials, assist with financial planning, coordinate with internal specialists, and ensure actions are completed. You will develop technical expertise, decision-making, and client-facing skills over time as responsibilities grow.

Qualifications

• Approximately 1–5 years of relevant wealth management experience.
• Bachelor's degree in finance, financial planning, economics, business, accounting, or related field.
• CFP certification, progress toward CFP certification, or interest in pursuing the designation preferred.
• Foundational knowledge of financial planning and investment concepts.
• Strong organizational and written/verbal communication skills.
• Attention to detail and commitment to accurate documentation and follow-through.

Responsibilities

• Prepare client meeting materials, agendas, reports, and supporting information.
• Participate in client meetings and increasingly contribute as experience develops.
• Document client decisions, commitments, and action items.
• Handle routine client communications and service requests.
• Follow up with clients for information, documents, signatures, and outstanding items.
• Provide backup coverage for Lead Advisors on routine matters.
• Gather, organize, and maintain client financial information.
• Prepare and update financial plans under the direction of the Lead Advisor.
• Support retirement, cash flow, tax, estate, insurance, and other planning analyses.
• Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists.
• Identify missing information, inconsistencies, deadlines, and issues requiring additional review.
• Support implementation of planning recommendations following client and Lead Advisor approval.
• Translate client decisions and advisor direction into specific tasks and next steps.
• Track client requests, planning work, paperwork, and internal deliverables through completion.
• Maintain accurate client records, meeting notes, tasks, and deadlines.
• Follow up on outstanding work and elevate delays or unresolved issues.
• Help ensure recurring client service and planning activities are completed on schedule.
• Develop and maintain knowledge of the firm's investment approach and client portfolios.
• Prepare portfolio review materials and related client information.
• Identify portfolio or client changes requiring review by the Lead Advisor or Investment team.
• Support implementation and follow-through on approved investment decisions.

Skills

Wealth management

Financial planning

Client communication

Organizational skills

Team collaboration

Education

Bachelor's degree in finance or related field

CFP certification or pursuing

Tools

CRM

Portfolio reporting

Microsoft Office

Job description

Destination Wealth Management is seeking an Associate Advisor to support Lead Advisors in managing client relationships and delivering comprehensive wealth management services.

In this role you will prepare client meeting materials, assist with financial planning, coordinate with internal specialists, and ensure actions are completed. You will develop technical expertise, decision-making, and client-facing skills over time as responsibilities grow.