Associate Financial Advisor
About The Position
Girls Just Gotta Have Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities-licensed advisor who wants to grow in the business while learning from an established, client-focused financial planning team. Our team helps clients gain clarity, confidence, and direction around their financial lives. We believe financial planning should feel approachable, personal, and empowering. The right person for this role will be process-oriented, detail-driven, comfortable with technology, and excited to support both client service and long-term business growth. This role is ideal for someone who may not have a large client base yet but is ready to build. You will have the opportunity to support existing client relationships, assist with planning and investment-related work, and take on paid administrative responsibilities as you ramp up your advisory practice.
Requirements
- Active securities licenses or the ability to support investment advisory review work
- Financial services, wealth management, insurance, banking, or client service experience
- Strong attention to detail and follow-through
- A process-oriented mindset and comfort using technology
- Strong written and verbal communication skills
- A client-first approach with a warm, professional presence
- Willingness to support administrative work while building advisory experience
- Ability to work primarily from the Redwood City office
- Willingness to attend team meetings in Walnut Creek or Pleasanton on Wednesdays as needed
- Interest in long-term growth as a Financial Advisor
- Alignment with a team that focuses on making financial planning approachable, empowering, and personal
Nice To Haves
- A newer advisor who wants mentorship, structure, and hands-on experience
- Licensed but still building your book of business
- Comfortable supporting client service and operational work while growing
- Strong with details, follow-up, systems, and technology
- Excited to be part of a collaborative team with a clear client mission
- Looking for a long-term opportunity to grow into a stronger advisor
Responsibilities
- Supporting existing client relationships, including lower-tier client service and follow-up
- Preparing client meeting agendas and materials
- Completing investment proposals and planning-related prep work
- Assisting with RightCapital/RightBridge planning workflows
- Supporting CRIA review preparation and follow-up
- Responding to client emails and service requests in a timely, professional manner
- Helping organize client data, notes, tasks, and follow-up items
- Partnering with senior advisors to prepare for client meetings
- Learning the team’s planning process, technology, client experience, and service model
- Participating in team meetings and development opportunities
- Gradually building and developing your own client relationships over time
Benefits
- Paid administrative support work, approximately 10–20 hours per week
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
