Associate Financial Advisor - Wealth Planning (Hybrid)

Stratos Wealth Partners; Redwood City (CA); Hybrid; USD 90,000 - 124,000; Full time

Benefits offered by this job

Firm-sponsored licensing exams and CFP

401k with employer matching

Generous PTO and Paid Holidays

Medical, Dental & Vision coverage

Annual Wellness Benefit

CFP certification support

Job summary

Pettinelli Financial Partners is seeking an Associate Financial Advisor in Redwood City, CA. You will partner with Lead Advisors to deliver comprehensive financial planning, lead client meetings, and ensure tasks are completed and documented for growing households, including special needs families and business owners.

You’ll advance along a planning career path toward CFP certification. The role combines relationship management, detailed financial planning, and collaboration with teams to

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2+ years of experience in financial planning or wealth management with client-facing exposure.
• Actively pursuing CFP certification; CFP is a plus.
• SIE, Series 7, Series 66 and California Life/Health licenses or pursuit within 12 months.

Responsibilities

• Serve as relationship lead for an assigned group of households and co-lead for higher-tier relationships.
• Lead client meetings, present materials, and participate in onboarding and case prep.
• Document client interactions in CRM within 24 hours and coordinate follow-up tasks.
• Collaborate with Turnkey Asset Management Programs on portfolio design and monitoring.
• Support estate planning engagements and insurance analyses; manage implementation schedules.
• Represent the firm at client, prospect and community events; pursue new business opportunities.

Skills

Client relationships

Meetings facilitation

Communication

Organization

Team collaboration

Education

Bachelor’s degree in finance, business, economics or related field

CFP certification pursuit or CFP Board–registered program

Tools

Salesforce

Redtail

Wealthbox

eMoney

Microsoft Office

Job description

Pettinelli Financial Partners is seeking an Associate Financial Advisor in Redwood City, CA. You will partner with Lead Advisors to deliver comprehensive financial planning, lead client meetings, and ensure tasks are completed and documented for growing households, including special needs families and business owners.

You’ll advance along a planning career path toward CFP certification. The role combines relationship management, detailed financial planning, and collaboration with teams to