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Financial Planning Associate: to Lead Advisor

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Allworth Airline Advisors (Formerly RAA)
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 75000 - 90000 USD Yearly USD 75000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Associate: Growth to Lead Advisor
A financial advisory firm is seeking an Associate Advisor to deliver high-quality financial planning and client service while supporting Financial Advisors. This full-time role is based in Walnut Creek, California, focusing on developing young professionals with a path towards becoming a Lead Advisor. Responsibilities include supporting in-depth financial analysis and preparation, attending client meetings, and actively contributing to financial planning strategies.

Competitive base salary ranging from $75,000 to $90,000 is accompanied by eligibility for annual bonuses based on performance.
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Position Requirements
10+ Years work experience
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