Financial Associate II

Claire Myers Consulting; Danville (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial consulting firm located in Danville, California, is seeking a motivated Associate with 1–3 years of experience in financial services to support their planning and operations team. The role involves managing operational tasks, preparing investment proposals, and maintaining client service records. Candidates with a Bachelor's degree, strong analytical skills, and a willingness to obtain Series 65 within 6 months are encouraged to apply. This position requires a detail-oriented self-starter ready for a fast-paced environment.

Qualifications

• 1–3 years of experience in wealth management or financial services.
• Series 65 or willingness to obtain within 6 months.
• Strong analytical and interpersonal skills.
• Strong analytical and interpersonal skills.
• Self-starter with attention to detail and ability to work in a fast-paced environment.

Responsibilities

• Manage operational tasks such as account setup and money movement.
• Input and interpret client financial and tax data for planning.
• Prepare investment proposals and financial plan updates.
• Maintain CRM records and support client service.
• Collaborate across departments to improve processes.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Self-starter

Series 65

Education

Bachelor's degree

MBA or CFP preferred

Job description

Our client is looking for a motivated, experienced Associate to support their planning and operations team. This role is ideal for someone with 1–3 years of experience in financial services who’s ready to take on more responsibility while continuing to learn and grow in a client-focused environment.

You’ll work closely with the full team to support financial planning, trading, investment proposals, and high-net-worth client service.

What You’ll Do:

• Manage operational tasks such as account setup, money movement, and performance reporting
• Input and interpret client financial and tax data to support planning
• Prepare investment proposals and financial plan updates
• Maintain CRM records and support all aspects of client service
• Collaborate across departments to improve processes and outcomes

What You Bring:

• 1–3 years of experience in wealth management or financial services
• Series 65 or willingness to obtain within 6 months
• Bachelor’s degree required; MBA or CFP preferred
• Strong analytical and interpersonal skills
• Self-starter with attention to detail and ability to work in a fast-paced environment

Schedule:

In‑office, Monday–Friday, 7AM-4PM