FPA Job Board

The Position: The Wealth Management Associate position will work directly with the AdvicePeriod team in Millbrae CA to support a growing Partner Advisor team.  We are seeking a Wealth Management Associate who can quickly partner with the team in handling the responsibilities outlined below.  This is an exciting opportunity to be a part of an experienced and growing entrepreneurial team and will provide exposure to a broad range of advisory services. What You Do: You will provide client administration and relationship management support for the Partner Advisor team’s clients. As a member of the Partner Advisor team, you will work with the team to establish client investment objectives and asset allocation within the parameters of the firm’s investm