Associate I
Danville, CA In-Office $60,000-$75,000 Full-Time, Exempt
Our client, a boutique wealth management firm, is seeking a strategic, eager, and adaptable Associate to join their Danville team. This entry-level role is perfect for someone early in their financial services career who's excited to learn, grow, and contribute to a close-knit firm.
This role offers broad exposure across investment operations, financial planning, and client service-helping build a foundation for long-term growth within the firm.
What You'll Do:
- Assist with operational functions: account opening, money movement, portfolio reporting
- Input client data into financial planning and tax software
- Prepare investment proposals and assist in building financial plans
- Update CRM records and support all aspects of the client experience
- Learn business processes across departments and collaborate with the full team
What You Bring:
- Bachelor's degree (business preferred)
- Interest in or willingness to pursue Series 65 within 6 months
- Strong communication and relationship-building skills
- General understanding of investments and a desire to grow in the industry
- Detail-oriented, collaborative, and self-motivated
Schedule: In-office, Monday-Friday, 7:00 AM - 2:30/3:00 PM