Wealth Planning Associate II - Client-Focused Growth

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.

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

Education

Bachelor's degree

MBA or CFP preferred

Job description

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.