Financial Advisor Associate (Full-Time or Part-to-Full-Time, In Person) ClearBridge Financial - 5.0 Campbell, CA Job Details Part-time | Full-time $50 - $60 an hour 7 hours ago Benefits Profit sharing 401(k) 401(k) matching Retirement plan Paid sick time Qualifications Customer communication Portfolio performance analysis Spreadsheets Investment management software Data reporting Series 7 Math Bachelor's degree Attention to detail Client services Financial goal setting advisory services Portfolio diversification strategy Excel data analysis Full Job Description ClearBridge Financial is a client-centered wealth management and financial planning firm known for delivering thoughtful guidance and exceptional service. We believe serving clients is a privilege, and we measure success by the positive impact we make in helping individuals and families achieve their goals. We are seeking a team member who shares these values and takes pride in accuracy, professionalism, and client care. This role offers exposure to investment management, trading, research, and financial planning within a boutique advisory practice. We custody assets through LPL Financial. We are seeking a passionate, detail-oriented Financial Advisor Associate who is excited to grow in the advisory profession. This position is ideal for a new CFP® professional or a CFP® candidate with strong analytical skills, excellent client service instincts, and hands-on experience with LPL platforms. Position Details Full-Time or Part-to-Full-Time In-person (Campbell, CA)

Compensation:

$50-$60/hr., based on experience, skills, and values alignment

Benefits:

401(k) with matching and profit sharing Performance-based bonus Mentorship and professional development Paid sick leave Opportunity to grow into a Lead Advisor role over time Qualifications Required Minimum 2 years of experience in portfolio administration, trading, or investment operations Strong understanding of investment concepts, asset allocation, and portfolio mechanics Hands-on experience with Excel (formulas, reporting, portfolio data) Strong mathematical, analytical, and reasoning skills Excellent communication and client service skills Experience with eMoney for financial planning Bachelor's degree

• High attention to detail and ability to follow through on tasks Preferred CFP® candidate or newly minted CFP® professional Experience with LPL CW Rebalancer Familiarity with Redtail CRM Series 7 and 66 helpful but not required Strong interest in investment research and financial planning Responsibilities Support investment management for client accounts Assist with trading, rebalancing, and ongoing account maintenance Update and maintain model portfolios based on advisor direction Monitor client asset allocations and execute rebalancing through LPL systems Conduct investment and portfolio research Support financial planning tasks (data entry, scenario prep, document organization) Prepare meeting materials and follow-up summaries Maintain CRM accuracy and compliance documentation Provide warm, professional client service and communication

Pay:

$50.00 - $60.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) Retirement plan

Work Location:

In person