Associate Wealth Advisor: Client Planning & Execution

Destination Wealth Management; Walnut Creek (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

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

This role focuses on building technical, client-facing, and advisory capabilities, including preparing for meetings, supporting planning, coordinating with specialists, executing client decisions, and ensuring commitments are carried through to completion.

Qualifications

• 1–5 years of wealth management or related experience.
• Bachelor's degree in finance, financial planning, economics, business, accounting, or related field.
• CFP certification or progress toward CFP certification preferred.
• Foundational knowledge of financial planning and investment concepts for experience level.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Prepare client meeting materials, agendas, reports, and supporting information.
• Participate in client meetings and 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 direction of Lead Advisor.
• Support retirement, cash flow, tax, estate, insurance, and other planning analyses.
• Coordinate information with Planning, Investment, Tax, Estate and other specialists.
• Identify missing information and issues requiring review.
• Support implementation of planning recommendations after approval.
• Translate client decisions into tasks and next steps.
• Track client requests, planning work, and deliverables through completion.
• Maintain accurate client records and deadlines.
• Follow up on outstanding work and escalate delays.

Skills

Client communication

Meeting support

Organization

Written and verbal communication

Collaboration

Education

Bachelor's degree in finance or related field

CFP certification / progress toward

Tools

CRM software

Portfolio reporting

MS Office

Job description

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

This role focuses on building technical, client-facing, and advisory capabilities, including preparing for meetings, supporting planning, coordinating with specialists, executing client decisions, and ensuring commitments are carried through to completion.