Associate Wealth Manager

San Francisco, California
Jun 29, 2020
Aug 29, 2020
Employment Type
Full Time

We are seeking to add a new Associate Wealth Manager to our team to support our advisors and provide exceptional service to our expanding client base.  We need an outstanding person.  A problem solver with a keen attention to detail.  Someone with excellent verbal and written communication skills and a positive, can-do attitude. 

Duties & Responsibilities

  • Partner with and support the Wealth Managers on 50-60 client relationships to best serve our clients and help them make sound financial decisions
  • Have a working knowledge of your clients and manage all client data in the WWP systems
    • Update CRM with action items and notes so we always have a complete client record
    • Update client roadmap before and after client meetings or as client updates occur
    • Maintain and organize client file
  • Ensure all client tasks, requests and communications are taken care of on a timely basis
  • Prepare and execute on all custodian paperwork and money movement requests
  • Oversee and manage the client onboarding process for your clients
  • Assist advisors in preparing for client meetings, take notes in client meetings and provide detailed follow up directly to the client
  • Gather client information and create or update planning projections 
  • Assist clients with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
  • Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations
  • Help develop tools and templates to assist with the efficient delivery of our service offering
  • Contribute to a professional and energetic working environment

Skills & Qualifications Required

  • 2+ years of financial services industry experience and college degree
  • Ideal candidate will have their CFP or be enrolled in a CFP program
  • Personable, responsive, engaging, and a client first attitude
  • Mature, self-starter, willing to take complete ownership of areas of responsibility
  • Ability to work independently and take direction from multiple parties
  • Good problem-solving skills and attention to detail
  • Strong computer skills including advanced proficiency with Excel, PowerPoint and Word
  • Experience with the following applications is highly desirable:
    • Redtail CRM, Schwab, Fidelity and Tamarac/Advisor View

Salary and Benefits

The firm offers comprehensive benefits that include:

  • Compensation commensurate with skills and experience
  • 15 days paid vacation and 10 paid holidays
  • Quarterly bonus program
  • 401k plan and employer profit sharing contribution
  • Medical, dental, and vision insurance
  • Ability to purchase long-term disability and life insurance at group rates
  • Professional development budget
  • Good work life balance
  • Complimentary financial planning and investment management for you and your direct family members


  • Qualified applicants should submit a cover letter and resume to