A growing wealth management firm is seeking an Associate Wealth Manager to join their high-performing team in San Diego, CA. This position offers a unique opportunity to work directly with advisors, support client relationships, and contribute to personalized financial planning. Key responsibilities include preparing financial plans, handling small client accounts, managing trades, and supporting senior advisors with complex planning tasks. The ideal candidate is client-focused, detail-oriented, and thrives in a collaborative, fast-paced environment. They are looking for someone who is driven, highly organized, and excited to build a long-term career in wealth management. 

Associate Wealth Manager Responsibilities: 

• Support wealth managers in preparing financial plans and conducting client reviews 
• Manage and maintain smaller client accounts 
• Participate in client meetings and ensure accurate follow-ups 
• Assist in investment management, trade execution, and portfolio monitoring 
• Keep CRM (Salesforce) and client documentation up to date 
• Utilize financial tools and software to streamline workflows 
• Contribute to client acquisition efforts and business development 
• Collaborate with internal teams to ensure excellent service delivery 
• Work onsite with a dynamic team in a fast-growing firm 

Associate Wealth Manager Requirements: 

• Series 65 required 
• 2+ years of experience in wealth management or related roles 
• Proficient in Microsoft 365, Salesforce, Orion, eMoney, and Schwab platform or ability to learn quickly 
• Bachelor’s degree required 
• Strong client-facing communication and relationship skills 
• High attention to detail and ability to manage multiple priorities 
• Positive attitude and commitment to professional growth 
• Interest in or currently pursuing a CFP designation is a plus 

Associate Wealth Manager Benefits: 

• Competitive base salary  
• Bonus Opportunity 
• Medical Insurance 
• PTO 
• 401(k)  
• Opportunity for career advancement 
• Onsite, supportive team culture with fun, high-energy environment 

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