Associate Wealth Advisor (Tax Experience Welcome)

Are you looking for a long-term career in wealth management where you can build meaningful client relationships, continue learning, and enjoy a healthy work-life balance? Whether your background is in financial planning, wealth management, client service, or tax, we are looking for someone eager to grow into a trusted advisor.

FPC Investment Advisory is an independent, fee-only Registered Investment Advisor based in Petaluma, California. Our firm has grown almost entirely through client referrals, allowing our advisors to focus on delivering exceptional advice and building lasting client relationships rather than prospecting or meeting sales quotas. We serve a select group of high-net-worth individuals and families through comprehensive wealth management, investment management, retirement planning, and tax planning.

We are seeking an Associate Wealth Advisor who is eager to learn and committed to building a long-term career in wealth management while delivering an exceptional client experience. This position is ideal for someone with experience in wealth management, financial planning, client service, accounting, tax, or financial services who is looking to grow within a collaborative advisory firm.

Unlike many firms, we prioritize quality over quantity. We believe in mentoring talented professionals and providing a clear path for growth. Whether your background is in financial planning, tax, client service, or operations, we are looking for someone who wants to become an exceptional advisor and grow with our firm over the long term.

Primary Responsibilities

• Assist advisors in delivering comprehensive financial planning.
• Prepare for and participate in client meetings.
• Develop financial planning recommendations and analyses.
• Coordinate account openings, transfers, and ongoing client service.
• Communicate directly with clients and custodians.
• Assist with tax planning and tax return preparation, depending on experience.
• Research financial, tax, and investment planning strategies.
• Help implement client recommendations and follow through on action items.
• Maintain accurate client records and follow established workflows.
• Continue professional development through industry education and licensing.

Required

• Exceptional attention to detail.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Professional, positive, and team-oriented attitude.
• Strong problem-solving skills and intellectual curiosity.
• Desire to build a long-term career in wealth management.
• Ability to manage multiple priorities while maintaining a high level of accuracy.

Preferred

• 2 years of experience in wealth management, financial planning, public accounting, tax preparation, banking, or financial services.
• Experience working directly with clients.
• Experience preparing individual income tax returns.
• Experience with financial planning or CRM software.
• Working knowledge of Microsoft Office, especially Excel.
• CFP® certification or candidate.
• CPA or CPA candidate.
• Enrolled Agent (EA).
• Series 65 license or willingness to obtain.
• California Licensed Tax Preparer (CTEC).

Thank you for your interest in FPC Investment Advisory. To help us get to know you, please include a brief cover letter telling us what interests you about transitioning into or advancing within wealth management. We are looking for someone who is intellectually curious, detail-oriented, eager to learn, and excited to build a long-term career helping clients achieve their financial goals.

Location: Petaluma, California

Type: Full Time

Salary: $70,000 - $120,000

Categories: Fee-Only, Financial Planner/Advisor, RIA

Salary Details: Annual performance bonus, 401(k) with employer contribution, health benefits, paid continuing education, professional licensing support, and a clear long-term career path with opportunities for advancement.

Required Education: 4-year Degree