Financial Advisor Associate

Golden Granite Wealth Management; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Golden Granite Wealth Management in San Francisco, CA, seeks an Associate Financial Advisor to support senior advisors by preparing and analyzing financial plans, retirement strategies, and investment recommendations tailored to client objectives.

You will meet with clients, gather and update financial information, model scenarios, implement recommendations, review portfolios, and ensure compliance with firm policies while collaborating with internal partners to elevate the client experience.

Qualifications

• Bachelor's degree in finance/economics/business or related field.
• Series 66, 7, SIE and insurance licenses are required.
• Progress toward or interest in professional designations is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Clear written and verbal communication skills with the ability to explain complex topics.
• High ethical standards and a client-service orientation.

Responsibilities

• Meet with clients to understand goals and update financial information.
• Model scenarios and evaluate retirement strategies and investments.
• Prepare and analyze financial plans and recommendations tailored to objectives.
• Assist with portfolio reviews and monitor client accounts.
• Prepare meeting materials and document follow-up actions in the firm's systems.
• Maintain compliance with regulatory and firm policies and coordinate with internal partners.
• Support client outreach and service initiatives to enhance the client experience.

Skills

Finance

Investments

Retirement Planning

Communication

Analytical Thinking

Education

Bachelor's degree in Finance/Economics/Business/Accounting

Job description

Company Description Golden Granite Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located at 44 Montgomery Street, Suite 3100, in San Francisco, CA. The firm focuses on personalized financial advice, building plans around each client’s unique goals, priorities, and life circumstances. Clients benefit from regular check-ins, secure digital tools, and organized, easy-to-manage financial planning. Golden Granite Wealth Management offers customized investment solutions and ongoing guidance designed to help clients feel confident at every stage of life. Prospective clients and partners can learn more or schedule a complimentary initial consultation through the firm’s online channels, which follow Ameriprise social media rules and disclosures.

Role Description - The Associate Financial Advisor is a full-time, on-site role based in San Francisco, CA. This role supports senior advisors by preparing and analyzing financial plans, retirement strategies, and investment recommendations tailored to client objectives. Day-to-day responsibilities include meeting with clients, gathering and updating financial information, modeling scenarios, and helping implement agreed-upon recommendations. The Financial Advisor Associate will assist with portfolio reviews, monitor client accounts, prepare meeting materials, and document follow-up actions in the firm’s systems. The role also involves maintaining compliance with regulatory and firm policies, coordinating with internal partners, and contributing to client outreach and service initiatives to enhance the overall client experience.

Qualifications

• Candidates should possess skills in Finance and Investments to analyze portfolios, evaluate strategies, and interpret market information.
• Candidates should possess skills in Retirement Planning to help clients prepare for long-term income needs and risk management.
• Relevant bachelor’s degree (e.g., Finance, Economics, Business, Accounting, Psychology) or equivalent experience.
• Series 66, 7, SIE and insurance licenses are required.
• Progress toward or interest in professional designations (e.g., APMA®, CFP®, ChFC®, CFA®) is preferred.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and accuracy.
• Clear written and verbal communication skills, with the ability to explain complex topics in accessible terms.
• High ethical standards, client-service orientation, and ability to work collaboratively in a wealth management team environment.