Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals.

As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance.

Key ResponsibilitiesManage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.

Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.

Conduct client meetings and portfolio reviews, providing proactive guidance and advice.

Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.

Build trusted relationships with clients and become a valued resource throughout their financial journey.

Prepare financial analyses, recommendations, and planning presentations.

Collaborate with internal team members to deliver a seamless, high-touch client experience.

Maintain compliance with all regulatory requirements, policies, and industry standards.

Contribute to business growth initiatives and participate in relationship-development activities.

For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.