Associate Advisor - Glendora, CA

Advisor Employee Services•Glendora, CA

7d•Onsite

About The Position

Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with. We are looking for a driven and client-focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast-growing firm with opportunity for advancement, this is the opportunity for you.

Requirements

Bachelor’s degree required
Active Series 65 or Series 66 license
Life Insurance license
2–4 years of experience in a financial planning or advisory role
Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
Familiarity with financial planning software (eMoney, MoneyGuidePro, RightCapital or similar)
CRM experience
Experience managing client relationships and communication
Experience with account paperwork and workflows
Strong communicator — confident in client-facing situations
Detail-oriented, organized, and able to work independently
Growth mindset — you want to build something and grow into a lead advisor role

Nice To Haves

CFP coursework, CFP candidacy, or CFP designation a plus
Knowledge of tax planning software a plus

Responsibilities

Participate in client meetings alongside the lead advisor
Build, prepare, and present comprehensive retirement plans and tax strategies
Develop and maintain client relationships with a focus on long-term trust
Provide proactive support to advisors and clients, anticipating needs and opportunities
Serve as an ongoing advisor for existing client relationships
Provide planning recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
Assist with onboarding new clients and ensuring a seamless client experience
Manage account paperwork and coordinate with custodians
Maintain accurate client records in CRM
Stay current on financial planning strategies and tax law changes affecting retirees