Position: Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with. Overview: We are looking for a driven and client-focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast-growing firm with opportunity for advancement, this is the opportunity for you. What You'll Do:
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Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com |