Wealth Planning Associate - Client-Focused Financial Advisory

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

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.