Associate Advisor

The Associate Advisor role at Burton Enright Welch is an onsite position in Walnut Creek, California, with a salary range of USD 85,000 to 110,000 per year. The role supports financial planning and investment management for BEW clients, with a potential path to advancement to Advisor, and requires a bachelor’s degree plus at least two years in the financial services industry.

Responsibilities

• Assist Advisors and Lead Advisors in handling daily client needs.
• Ensure client communications are clear, timely, responsive, and courteous.
• Leverage firm resources to deliver high-quality client deliverables.
• Help prepare for client meetings, capture notes, and send follow-up emails.
• Develop and update financial plans to monitor progress toward client goals.
• Evaluate financial planning strategies, including tax planning, retirement spending, and equity compensation, and partner with Advisors to formulate recommendations.
• Maintain accurate client records, manage workflows, and track outstanding tasks in the CRM.
• Coordinate team tasks and oversee project execution to support operational efficiency.
• Collaborate with the Client Services Team on service requests and onboarding to ensure a seamless client experience.
• Engage in project and committee work, including Investment Committee and Financial Planning initiatives.
• Uphold client experience standards and compliance requirements.

Requirements

• Bachelor’s degree required.
• 2 to 4 years of experience in the financial services industry.
• Demonstrated progress toward the CFP designation preferred.
• CPA and CFA designations welcome.
• Experience with financial planning software, such as eMoney, is a plus.
• Detail-oriented with strong organizational skills.
• Consistently completes work accurately and on schedule.
• Ability to prioritize multiple tasks and manage client relationships.
• Self-motivated learner with a proactive approach.
• Excellent verbal, written, and listening communication skills.
• Strong interpersonal attributes including integrity, humility, respect, and empathy.
• Solid grounding in financial planning concepts, markets, and investment topics.
• Collaborative team player.
• Proficient with Microsoft Office Suite.
• Prior experience with a CRM system is a plus.

Technologies

• eMoney
• CRM system
• Microsoft Office Suite

Benefits

• Salary commensurate with experience
• Quarterly incentive bonus program
• Comprehensive benefits package including medical, dental, vision, life and disability insurance
• Open Paid Time Off policy
• Continuing education allowance
• 401(k) retirement plan with company contributions