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, 7AM-4PM