Associate Wealth Advisor

Mariner; Pleasanton (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Doist is seeking an Associate Wealth Advisor to join our wealth management team in Pleasanton, CA. You will help create comprehensive wealth plans aligned with client goals, working closely with senior advisors to deliver tailored strategies and ongoing service.

The role emphasizes listening, teamwork, and professional growth, with opportunities to build lasting client relationships and contribute to strategic financial planning initiatives.

Qualifications

• Bachelor’s degree required; degrees in finance or related field a plus.
• 2+ years of experience in financial planning, wealth management, or related field.
• CFP designation or Series 65 required.

Responsibilities

• Collaborate with wealth advisor team to deliver comprehensive wealth management advice for high net worth clients.
• Prepare customized financial plans and portfolios after research and analysis of client solutions.
• Support client requests, update information, and follow up on open items to retain clients.

Skills

Interpersonal skills

Relationship management

Communication skills

Education

Bachelor's degree in finance or related field

Tools

Emoney

MoneyGuide Pro

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
• Critical in supporting, retaining and building meaningful client relationships
• Participate in the sales process in partnership with team to build new client relationships
• Actively develop skills in various software programs for investment and financial planning

Qualifications

• Bachelor’s degree (degrees in finance or related field are a plus)
• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
• CFP designation or Series 65 required

Skills & Knowledge

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients/families is preferred
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
• Highly effective interpersonal, relationship management and communication skills
• Strong attention to detail
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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