Associate Wealth Advisor: Growth & Special Needs Planning

TalentLink Solutions; Carlsbad (CA); Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k) with safe harbor matching

Discretionary profit-sharing

Generous PTO

Annual team trip

Firm-sponsored continuing education

Job summary

TalentLink Solutions is seeking an Associate Wealth Advisor to join a cohesive, high-service wealth planning team. You will support the full planning cycle, from discovery through monitoring, delivering accurate results and actionable insights for multi-generational planning.

The role blends technical financial planning with proactive problem solving, collaboration, and ongoing client service. A hybrid work arrangement and generous professional development opportunities are offered.

Qualifications

• Bachelor’s degree in accounting, financial planning, business, or finance.
• CFP® and CPA (active or in pursuit).
• 2–5 years in wealth management or financial planning.

Responsibilities

• Provide comprehensive wealth advisory services to affluent clients and families.
• Develop and implement strategic tax and financial plans.
• Collaborate on special needs planning cases requiring coordinated tax, estate, and financial strategies.
• Support research and meetings for client planning and firm processes.

Skills

Communication

Financial analysis

Team collaboration

Problem solving

Client service

Education

Bachelor’s degree in accounting/finance

Master’s degree in taxation/finance

Job description

TalentLink Solutions is seeking an Associate Wealth Advisor to join a cohesive, high-service wealth planning team. You will support the full planning cycle, from discovery through monitoring, delivering accurate results and actionable insights for multi-generational planning.

The role blends technical financial planning with proactive problem solving, collaboration, and ongoing client service. A hybrid work arrangement and generous professional development opportunities are offered.