Financial Advisor

Connecting top-tier talent with meaningful careers

Our client is a fast-growing, highly respected wealth management firm serving high-net-worth clients with a holistic approach to investments, taxes, and estate planning. Their team combines advanced financial expertise with a client-first philosophy, providing sophisticated advice and execution for individuals and businesses.

Location
: 5 days a week Onsite in Menlo Park, CA

Salary
:
Up to $250,000 base + benefits

• Onboard new high-net-worth clients and develop lasting relationships
• Deliver comprehensive financial planning, including investments, tax strategies, retirement, and estate planning
• Collaborate with CPAs, CFAs, and attorneys to integrate advice into a cohesive client strategy
• Manage all phases of plan implementation and follow-up with clients
• Drive business development through client referrals and new client acquisition
• Maintain regulatory compliance and licensing requirements for all client-facing activities

• Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible on FINRA Broker Check) and hold the required securities licenses (e.g., Series 7 & 66/65 or equivalent)
• 7+ years of experience in financial or estate planning, preferably with a professional wealth management firm
• Expertise in investments, estate planning, tax strategies, retirement, insurance, and cash flow/capital planning
• Strong sales acumen and proven track record of growing a book of business
• Excellent communication, organizational, and presentation skills
• Highly motivated self-starter with integrity and ability to thrive in a fast-paced, collaborative environment

U.S. Citizens and Permanent Residents only. Sponsorship is not available at this time