More jobs:
Hybrid Associate Advisor & Client Lead
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-01-15
Listing for:
The Strategic Implementer
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial planning and investment advisory firm in Campbell, CA is seeking a Hybrid Associate Advisor / Relationship Manager. This role involves supporting financial advisors by managing operational tasks, client relationship building, and preliminary financial plan development. Required qualifications include a Bachelor’s degree in finance or related fields, a CFP designation, and excellent communication skills. Salary ranges from $95,000 to $115,000, with a comprehensive benefits package and a collaborative work environment.
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Position Requirements
10+ Years
work experience
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