Top 597 Associate Advisor Jobs in Berkeley, CA

Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $101,000 - $113,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Senior Operations Finance Analyst
PG&E Corporation —Oakland, CA
- $102,000 - $152,000 a year
- ERP systems
- Office
- 3 years
Assistant Director of Events and Operations (5155C), Haas Core Programs 87100
University of California Berkeley —Berkeley, CA
- $26.92 - $36.21 an hour
- Temporary
- Mid-level
- University
- Bachelor's degree
Talent Business Advisor Senior Associate
Crowe —San Francisco, CA
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
10d
BSBA Associate Academic Advisor (SSP II)
California State University —East Bay, CA
- Full-time
- Background check
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Program Manager (5156C) - Fung Institute
University of California Berkeley —Berkeley, CA
- $6,050.00 - $7,333.33 a month
- Full-time
- Office
- Master's degree
- Supervising experience
Learning & Development — Associate, Curriculum Development
Andersen —San Francisco, CA
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Customer Operations Associate
Outset —San Francisco, CA
- $115,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- 1 year
Quick Apply
5d
Service Advisor
Concord Chevrolet —Concord, CA
- $6,000 - $15,000 a month
- Full-time
- Clean driving record
- Sales
- Dealership
- Paid training
- AD&D insurance
Quick Apply
Safety Advisor
University of California San Francisco —San Francisco, CA
- 3 years
- University
- Bachelor's degree
Client Service Associate - Schultz Collins
HighTower Advisors —Orinda, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- US work authorization
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
11h
Lending Advisor Associate
Mechanics Bank —Walnut Creek, CA
- $24.80 - $42.15 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- Free parking
- Commuter assistance
12d
Merchandise Coordinator, Creative Services
Williams-Sonoma, Inc. —Richmond, CA
- $25.75 - $28.98 an hour
- Full-time
- Computer literacy
- Merchandising
- High school diploma or GED
- Wellness program
- Commuter assistance
Merchandise Coordinator, Creative Services - Pottery Barn
Williams-Sonoma, Inc. —Richmond, CA
- $26 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Wellness program
- Commuter assistance
4d
Service Advisor
California Automotive Retailing Group, Inc —Pleasanton, CA
- $100 - $50,000 a month
- Full-time
- Clean driving record
- Sales
- Dealership
- Paid training
- Commuter assistance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Pleasant Hill, CA
- $85,000 - $100,000 a year
- Microsoft Excel
- Writing skills
- Research
Associate Wealth Advisor
Focus Financial Partners —Walnut Creek, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
3d
Senior Learning and Development Coordinator
Cornerstone Research —San Francisco, CA
- $59,600 - $84,400 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid time off
- Parental leave
8d
Associate Director of Student Engagement (5156C), Haas Core Programs 86100
University of California Berkeley —Berkeley, CA
- $61,200 - $83,000 a year
- Full-time
- University
- Bachelor's degree
- US work authorization

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Associate Advisor jobs near Berkeley, CA

Client Service Associate - Associate Financial Advisor

Pollak & Pollak Wealth Management
Orinda, CA

Quick Apply

Job Details

Full-time
$65,000 - $100,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Teamwork
Phone communication
Administrative experience
Client database systems
Bachelor's degree
Attention to detail
Financial services
CRM system proficiency
Productivity software
Client email correspondence
Office experience

Full Job Description

Pollak & Pollak Wealth Management

Client Service Associate

Location: Orinda, CA (In-office)

Compensation: $65,000 – $100,000 DOE + Bonus Opportunities

About Us

Pollak & Pollak Wealth Management is an independent Ameriprise Financial advisory practice known for delivering a high-touch, comprehensive, and personalized client experience. We operate in a fast-paced, collaborative environment and are committed to helping our clients—and our team—thrive.

We are seeking a polished, proactive Client Service Associate who will play an instrumental role in elevating our client experience and supporting the operational heartbeat of the practice.

Position Summary

As a Client Service Associate, you will ensure the smooth, efficient, and compliant operation of our advisory practice. You’ll work closely with our advisors to support day-to-day business functions, manage client interactions, prepare documentation, and maintain key systems.

This role requires exceptional attention to detail, clear communication, professionalism, and a sincere commitment to client service. You’ll be the face of the practice for many clients—helping to strengthen relationships and deliver the exceptional experience that defines Pollak & Pollak.

Responsibilities will evolve as the practice grows, offering opportunities for increased responsibility and professional development.

What You’ll Do

Business Operations (50%)

Partner with Ameriprise home office to ensure accurate account setup and resolve issues promptly.
Provide clients with timely, accurate information related to account maintenance and service needs (within allowable guidelines).
Maintain client files and records in accordance with regulatory and firm retention policies.
Support advisors with administrative tasks and practice management initiatives.
Offer insights on optimizing key platforms (MOD, Go Social, Advisor website, etc.) to drive practice efficiency.

Client Care & Relationship Support (50%)

Maintain our client relationship management (CRM) system with accuracy and consistency.
Initiate scheduling calls to clients and prospects; manage calendars efficiently.
Draft client correspondence and handle client appreciation communications.
Prepare for and participate in client meetings as needed.
Execute client transaction requests under advisor direction.
Coordinate client events, appreciation activities, and educational seminars.
Serve as the first point of contact for inbound inquiries and new-client interest.

What Makes You a Great Fit

Exceptional organization and meticulous attention to detail
Professional, warm, and clear communication skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Polished phone presence and client-facing demeanor
Strong judgment and ability to follow compliance requirements
Positive attitude, team-oriented mindset, and eagerness to learn
Desire to contribute meaningfully to a growing advisory practice

Qualifications

Bachelor’s degree or equivalent professional experience
3+ years of office or administrative experience (financial services preferred)
Ability to obtain securities licensing (Series 7, Series 66) and state insurance

licenses—preferred if already completed

Proficiency with CRM systems and Microsoft Office

Compensation & Benefits

Salary: $65,000 – $100,000 DOE

Additional Compensation: Performance bonus, yearly bonus, profit-sharing opportunities

Benefits Include:

401(k) with firm match
Health, dental, and vision insurance
Life insurance
Paid time off & paid training
Parental leave
Professional development assistance & tuition reimbursement
Employee discounts
Retirement plan
Flexible schedule (within office hours)

Schedule:

Full-time, Monday–Friday
Standard 8-hour workday
No nights or weekends

Work Location: In-person at our Orinda, CA office (relocation required prior to start)

We’re Committed to Your Success

You’ll receive hands-on training, mentorship, and opportunities to grow your career in a

supportive environment. At Pollak & Pollak, we invest in people who invest in excellence.

Learn more about us: www.pollakandpollak.com

Keywords: Wealth Management, Paraplanner, Associate Financial Advisor, Series 7, SIE, Client Service

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Associate Advisor jobs in Berkeley, CA

Client Service Associate - Associate Financial Advisor

Associate Wealth Advisor, Schwab Wealth Advisory

Senior Operations Finance Analyst

Assistant Director of Events and Operations (5155C), Haas Core Programs 87100

Talent Business Advisor Senior Associate

BSBA Associate Academic Advisor (SSP II)

Program Manager (5156C) - Fung Institute

Learning & Development — Associate, Curriculum Development

Customer Operations Associate

Service Advisor

Safety Advisor

Client Service Associate - Schultz Collins

Lending Advisor Associate

Merchandise Coordinator, Creative Services

Merchandise Coordinator, Creative Services - Pottery Barn

Service Advisor

Associate Wealth Advisor

Associate Wealth Advisor

Senior Learning and Development Coordinator

Associate Director of Student Engagement (5156C), Haas Core Programs 86100

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