This position is open to applicants who are able to start in January 2025 and July 2025.
The Opportunity
We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team, initially reporting to Partner, Wealth Advisor. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We hope to hire truly great team players who have the potential to become partners in our organization in the future. We aspire to attract, retain, and develop truly exceptional people. Our meritocratic environment is highly conducive to learning. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor. Past Analyst/Associates have a compelling track record of gaining admission to top-tier business schools. Our commitment to work-life balance, we expect our analysts to work significantly fewer hours on average than analysts in investment banking or similar positions.
Responsibilities
Qualifications & Requirements
Physical Requirements
#LI-Onsite
U.S. Eligibility Requirements
Pay Information
This position is exempt and is paid according to the laws of the State of California. The base pay range for this position is $85,000-105,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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