Associate II
Danville, CA In-Office $80,000-$110,000 Full-Time, Exempt
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, 7:00 AM - 2:30/3:00 PM