Wealth Management Associate
3 hours ago
About You
You're a detail-driven professional who thrives on translating complex financial concepts into clear, actionable strategies. A trusted partner to both clients and colleagues, you combine analytical rigor with empathy and care. You enjoy working collaboratively across teams, balancing precision, curiosity, and a genuine desire to help clients achieve their goals.
The Role
We're looking for a strategic, detail-oriented professional to join our Client Service team. In this role, you'll partner closely with Advisors to deliver comprehensive financial advice, integrating analysis, planning, and execution to support clients' goals. The ideal candidate thrives in a fast-paced, collaborative environment and is known for strong communication, analytical thinking, and care through detail.
What You Will Do
- Partner with Advisors to prepare and deliver client-ready meeting materials
- Provide financial advice and support directly to clients in partnership with Advisors
- Develop and analyze customized financial plans using tools like eMoney, MoneyGuidePro, or RightCapital
- Translate complex financial strategies into clear, actionable recommendations
- Manage competing priorities while maintaining exceptional service and accuracy
- Support account openings, transfers, and document processing with compliance precision
- Ensure adherence to AML, SEC, and internal firm policies
- Collaborate with tax, estate, investment, and operations professionals to execute client strategies
What You Bring
- Bachelor's degree in finance, economics, accounting, or a related field preferred
- Series 65 or CFP (or ability to obtain within 180 days of hire)
- 3–5 years of financial services experience, either advisor-support or client-facing
- Proficiency with financial planning software, CRM systems, and Microsoft Office Suite
- Excellent communication skills with the ability to explain complex strategies clearly
- Strong attention to detail and ability to balance multiple priorities
- Understanding of financial regulations and compliance practices
- Must be authorized to work in the United States
- Successful completion of a credit and criminal background check is required
Compensation & Benefits
The estimated base salary range for this role is $75,000 – $101,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.
Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).
About NorthRock Partners
At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office model integrates financial and lifestyle guidance tailored to each client's unique goals.
We're proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact for assistance.
-
Internship – Private Wealth Management
3 hours ago
Roseville, California, United States Baird Full timeAbout The RoleOur Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain...
-
Internship – Private Wealth Management
4 hours ago
Roseville, California, United States Baird Full timeAbout the Role:Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain...
-
Financial Advisor — Career Transition Program
7 hours ago
Roseville, California, United States Golden Summit Wealth & Insurance Solutions a MassMutual Firm Full timeJob DescriptionLocation: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)If you've built a successful career in sales, leadership, or another client-facing role and you're ready to build something that's yours, we should talk. At Golden Summit Wealth, we help high achievers make the leap into financial advising with structured...
-
Commercial Insurance Associate Account Manager
4 hours ago
Roseville, California, United States Acrisure Full timeJob DescriptionAbout Acrisure:Acrisure's West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the...
-
Associate Commodity Manager
10 hours ago
Roseville, California, United States Horton, Inc Full time $74,000 - $93,000OverviewHorton, Inc., has an opening for a Associate Commodity Manager to work at our Corporate Headquarters in Roseville, MN. This is an onsite role Monday-Friday.Position Summary:Effectively sources materials, products, and services taking into account the total cost of procurement. Participates in maintaining Horton's supplier management system to assure...
-
Associate Store Manager
7 hours ago
Roseville, California, United States Aritzia Full timeTHE TEAMThe mission of the Store Management Department is to lead our specialized teams to sell clothes and deliver world-class experiencesTHE OPPORTUNITYAritzia is growing and our Store Management Department is growing with it. This is a unique opportunity to be part of the team responsible for flawlessly delivering on Sales, Floor, Business, and People...
-
Community Association Portfolio Manager
6 hours ago
Roseville, California, United States Landmark Limited Full timeAre you looking to step out of the large corporate world of property management and into a more supportive, family-oriented environment?We are a family-focused property management company dedicated to providing exceptional service to homeowner associations throughout the greater Sacramento region. While we take pride in being an industry leader, we place...
-
Business Relationship Manager I
3 hours ago
Roseville, California, United States JPMorgan Chase Full timeIf you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education,...
-
Mortgage Sales Manager
7 hours ago
Roseville, California, United States Sunflower Bank, N.A. Full timeFull-time Description At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management...
-
Roseville, California, United States Aritzia Full timeTHE TEAMThe mission of the Store Management Department is to lead our specialized teams to sell clothes and deliver world-class experiencesTHE OPPORTUNITYAritzia is growing and our Store Management Department is growing with it. This is a unique opportunity to be part of the team responsible for flawlessly delivering on Sales, Floor, Business, and People...
