Associate Wealth Advisor
Anders
About this role
A Wealth Advisor at Anders Affiliate provides financial planning, portfolio management, and client relationship development to help clients achieve their financial goals. The role supports senior advisors and involves financial analysis, investment execution, and client service.
Skills
Qualifications
About Anders
anderscpa.comAnders is a CPA and professional services firm that provides advisory, audit & assurance, tax, and accounting services to businesses large and small. The firm offers specialty support including business transition planning, family wealth and estate planning, and guidance on issues like cybersecurity insurance and tax reform. Anders focuses on helping clients manage compliance, risk, and financial strategy so they can concentrate on running their organizations. They also publish insights and resources to keep clients informed on evolving tax and financial topics.
Recent company news
Consulting.usAnders launches business transformation offering
Dec 19, 2025
The Business JournalsSt. Louis accounting firm Anders adds business transformation practice led by new principal
Dec 19, 2025
Time+Tide WatchesAnders & Co AC2 Volcán | HANDS ON
Dec 18, 2025
Gear PatrolThis Ultra-Slim Classic Dress Watch Is Way Too Beautiful to Cost This Little
Dec 18, 2025
Global Food Industry NewsThe Nutriment Company stalks twin pet-food deals in sales growth quest – CEO Anders Kristiansen talks M&A, strategy
Sep 25, 2025
About Anders
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Anders.
Salary
$70k – $80k
per year