Senior Wealth Advisor; Onsite Menlo Park
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-13
Listing for:
Strategic Employment Partners (SEP)
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A respected wealth management firm in Menlo Park, CA, is seeking a Financial Advisor to onboard high-net-worth clients and deliver comprehensive financial planning services. The ideal candidate will have over 7 years of experience in financial planning and be financially registered for at least 5 years. Responsibilities include developing client relationships and collaborating with other professionals. This position offers a competitive salary up to $250,000 plus benefits, with a focus on client-first service.
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Position Requirements
10+ Years
work experience
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