Company Description Parsons Wealth Management is a well-established, family-owned boutique firm in Half Moon Bay, CA providing comprehensive financial services to individuals and families for over 30 years, including investment management, retirement/financial planning, tax planning/preparation, insurance services, college planning, and more. We are seeking a qualified candidate to fill the position of Associate Wealth Advisor. The ideal candidate will provide financial guidance to clients, assisting them in making informed decisions regarding their finances and investments. The right candidate is reliable, self-motivated, tech-savvy, organized, and accountable. Must have the ability to prioritize workload and shift attention quickly between changing tasks and priorities. Don’t miss this opportunity to grow your career and become an integral part of our team! Essential Duties: Shadow Senior Wealth Advisor in client meetings Monitor clients' portfolios and provide regular updates and recommendations Assist in preparation and presentation of investment illustrations and performance reports Assist in development and presentation of personalized financial plans based on clients’ financial goals and risk tolerance Work with the operations, insurance, and tax departments on various projects Build and maintain relationships with new and existing clients Potential to create own book of business in the future Experience Requirements: At least 2 years of recent experience in the financial industry and/or relevant education Must have the ability to communicate financial information clearly, as well as solid organizational and time management skills Familiarity with taxes preferred CFP®, Series 7/63/65/66 licenses desired but not required We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our growing company. Our culture is fast-paced, motivational, and focused on improving our clients’ experience. For more information about us, please visit www.parsonswealthmgmt.com. *A cover letter, resume, and salary requirements must be provided for consideration for this position. **Please note that due to the nature of our business, a criminal and financial background check will be required by the Financial Industry Regulatory Authority (FINRA). Job Types: Full-time, Permanent Pay: $70,000.00 - $100,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee discount Financial planning services Flexible schedule Health insurance Paid time off Paid training Professional development assistance Retirement plan Vision insurance Compensation Package: Bonus opportunities Profit sharing Ability to Commute: Half Moon Bay, CA 94019 (Required) Work Location: In person