Client-Focused Wealth Strategy Advisor

NorthRock Partners; San Francisco (CA); On-site; USD 92,000 - 127,000; Full time

Benefits offered by this job

ESOP

Strong retirement plans

Tuition reimbursement

Healthcare coverage

Paid Time Off

Job summary

NorthRock Partners seeks a strategic, client-focused professional to join our Client Experience team. You’ll deliver personalized financial advice and support the development of client strategies in partnership with Advisors.

The role thrives in a fast-paced, client-centric environment with strong analytical and communication skills. Responsibilities include preparing client-ready meeting materials, performing financial analyses with planning software, and ensuring AML/SEC compliance while

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field preferred.
• 3–5 years of experience in financial services (B2B advisor support or direct client advising).
• Proficiency in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems, and MS Office.
• Strong communication skills with the ability to explain complex financial strategies.
• Series 65 and/or CFP (or equivalent) or ability to obtain within 180 days.
• Understanding of financial regulations and compliance processes.
• Must be authorized to work in the United States.
• Successful completion of a credit and criminal background check is required.

Responsibilities

• Partner with advisors and team members to prepare and deliver client-ready meeting materials and follow-ups.
• Provide client-facing financial advice and support in collaboration with Advisors.
• Analyze and develop financial strategies using financial planning software.
• Assist in the creation and presentation of customized financial plans.
• Manage multiple priorities while maintaining a high level of client service.
• Support operational processes including account opening, transfers, and documentation.
• Ensure compliance with AML, SEC, and internal policies.
• Maintain accurate client records, prepare reports, and track key milestones.
• Collaborate cross-functionally with tax professionals, estate attorneys, investment specialists, and operations teams.

Skills

Client-focused

Detail-oriented

Collaborative

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Tools

eMoney

MoneyGuidePro

RightCapital

CRM systems

Microsoft Office

Job description

NorthRock Partners seeks a strategic, client-focused professional to join our Client Experience team. You’ll deliver personalized financial advice and support the development of client strategies in partnership with Advisors.

The role thrives in a fast-paced, client-centric environment with strong analytical and communication skills. Responsibilities include preparing client-ready meeting materials, performing financial analyses with planning software, and ensuring AML/SEC compliance while