Associate Wealth Management Advisor

CMC Recruiting; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Base salary + bonus

Health Insurance

401(k) with employer contrib

Professional development support

Long-term disability

Flexible paid time off

Career advancement opportunities

Job summary

Our client, a wealth management firm in San Francisco, is seeking an Associate Wealth Management Advisor. The role offers exposure to sophisticated financial planning, investment management, equity compensation, and high-net-worth client needs.

You will work with CFP® professionals in a collaborative team to develop skills toward a Lead Advisor role. You'll pursue licensure within 90 days and CFP designation within ~2 years, with structured mentorship and licensing support provided by the firm.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field.
• Strong written and verbal communication skills.
• Interest in pursuing licensing and CFP designation.

Responsibilities

• Support comprehensive financial planning and wealth management for high-net-worth clients.
• Prepare for client meetings: gather information, review plans, develop agendas, organize deliverables.
• Attend client meetings with senior advisors to learn client relationships and advisory processes.
• Document meeting discussions and ensure timely follow-up.
• Generate financial planning analyses including investments, retirement, tax strategies, and equity compensation.
• Assist clients in implementing recommendations from the planning process.

Skills

Attention to detail

Communication skills

Motivation to learn

Career-driven

Education

Bachelor’s degree (Finance / Financial Planning / Business / Economics)

Job description

Compensation: $70K –$90K Base Salary + Bonus + Benefits

Position Overview:

Our client is a successful, growing wealth management firm specializing in helping technology professionals and high-net-worth families navigate complex financial decisions with confidence and optimism. With approximately $1 billion in assets under management, the firm takes a highly personalized approach to financial planning, serving a select group of clients through meaningful, long-term relationships.

The firm is seeking a motivated, detail-oriented Associate Wealth Management Advisor who is excited to learn, grow, and build a rewarding career in wealth management. This is an exceptional opportunity for someone early in their career, a recent graduate, or an individual transitioning into financial services who wants to develop the technical expertise, client relationship skills, and confidence to become a successful Lead Wealth Management Advisor.

Working alongside experienced CFP® professionals in a collaborative team environment, this individual will gain hands‑on exposure to sophisticated financial planning, investment management, equity compensation, and the unique needs of high‑net‑worth clients. The firm is deeply committed to developing its people and offers a clear career path toward becoming a Lead Wealth Management Advisor, with the potential for long‑term leadership and partnership opportunities. This is an opportunity to learn the business from the ground up, work with an exceptional team, and build a meaningful and financially rewarding career.

Key Responsibilities:

• Partner closely with experienced Advisors to support comprehensive financial planning and wealth management for high‑net‑worth clients
• Prepare for client meetings, including gathering information, reviewing financial plans, developing agendas, and organizing planning deliverables
• Participate in client meetings alongside senior advisors, gaining exposure to client relationships, financial planning strategies, and the advisory process
• Document meeting discussions, identify action items, and ensure accurate and timely follow‑through by the team
• Generate financial planning analysis and recommendations involving investments, retirement, tax strategies, equity compensation, and other complex financial matters
• Work directly with clients to help them implement recommendations identified through the financial planning process

Client Experience & Relationship Development:

• Support the delivery of a highly personalized, thoughtful, and responsive client experience
• Serve as a dedicated point of contact for clients, building strong relationships, and answering their questions, planning needs, and ongoing service requests
• Help clients understand their financial plans and feel confident about the decisions they are making
• Collaborate with the advisory team to ensure client needs are addressed
• Develop the communication skills, technical knowledge, and confidence necessary to personally own more client‑facing responsibilities

Team Collaboration & Operational Excellence:

• Work within a collaborative advisory team structure, partnering with Lead Advisors and other financial planning professionals
• Maintain accurate client records, meeting notes, financial planning documentation, and follow‑up activities
• Leverage technology and AI‑enabled tools to enhance efficiency, organization, and the client experience
• Demonstrate exceptional attention to detail, accountability, a growth mindset and ownership of responsibilities

Professional Development & Career Growth:

• Actively pursue required industry licensing, with the expectation of completing licensing examinations within the first 90 days
• Work toward earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation within approximately two years, subject to applicable certification requirements
• Take initiative in learning the firm’s financial planning philosophy, processes, and approach to client relationships
• Participate in ongoing mentorship, training, and professional development opportunities
• Build the skills and experience necessary to progress into a Lead Advisor position over time

Qualifications & Ideal Candidate Profile:

• Bachelor’s degree - preferably with studies in Finance, Financial Planning, Business, Economics, or a related field
• Open to recent college graduates, early‑career professionals, and motivated career changers with a genuine interest in wealth management
• Previous financial services experience is beneficial but not required
• Strong interest in pursuing industry licensing and the CFP® designation
• Highly motivated, intellectually curious, and eager to develop a long‑term career in financial planning
• Exceptional attention to detail, organizational skills, and ability to consistently follow through on commitments
• Strong written and verbal communication skills with a genuine desire to build meaningful client relationships
• Proactive, resourceful, and willing to take ownership of responsibilities
• Humble, coachable, and excited to learn from experienced professionals

Above all, our client is looking for someone who is hungry to grow, takes pride in doing things right, and is excited about the opportunity to become an outstanding Wealth Management Advisor.

Our client believes in investing deeply in its people and building careers, not simply filling positions. The firm offers a structured development path that allows associates to progressively build technical expertise, client‑facing experience, and leadership capabilities. As individuals develop their skills, obtain professional designations, and demonstrate mastery of the firm’s planning philosophy, opportunities exist to advance into Lead Advisor positions with greater client relationship ownership, responsibility, and earning potential. For individuals who demonstrate exceptional performance and long‑term commitment, future leadership and potential partnership opportunities may also be available. The firm provides mentorship from experienced CFP® professionals, comprehensive licensing and educational support, and a collaborative environment designed to help ambitious individuals succeed.

• Base Salary: $70K - $90K, depending on experience and qualifications
• Performance Bonus: Eligible for up to 10% annual bonus
• Team Profitability Bonus: Additional earning opportunity after the first year, based on team performance
• Professional Development: Firm‑paid licensing examinations, study materials, professional designations, and ongoing education
• 401(k): Retirement plan with 3% employer contribution
• Health Insurance
• Long‑Term Disability Insurance
• Flexible Paid Time Off
• Career Advancement: Defined opportunities for increasing responsibility, compensation growth, and progression toward a Lead Advisor role

Why This Opportunity Stands Out:

This is an opportunity to join a highly successful, close‑knit advisory team that is intentionally focused on serving fewer households exceptionally well. Rather than being limited to administrative responsibilities, you will learn directly from accomplished financial planning professionals, participate in meaningful client work, and develop the skills to eventually manage sophisticated client relationships of your own.

For someone with ambition, curiosity, strong attention to detail, and a genuine passion for helping people, this role offers the mentorship, flexibility, resources, and long‑term opportunity to build an exceptional career in wealth management.