About this role
Associate Financial Advisor at NorthRock Partners. Location: Berkeley or San Francisco. Role: supporting advisors, managing clients, preparing meetings Requirements: Bachelor's degree or equivalent, 7+ years related experience, Series 65 or CFP (CFP preferred), experience with eMoney/MoneyGuidePro/Naviplan and Salesforce, US work authorization, credit & criminal background check. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, MoneyGuidePro, Naviplan, Salesforce Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English