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Financial Consultant Wealth Management

Director, UHNW & Family Office Partnerships

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Menlo Park is seeking a dynamic professional to serve as a strategic bridge between ultra-high-net-worth clients and innovative investment opportunities. This pivotal role involves engaging sophisticated investors, articulating a proprietary investment philosophy, and building a network within influential tech and capital circles. The ideal candidate will have 3-10 years of relevant experience and possess a unique blend of financial acumen and charisma, making this a remarkable career-defining opportunity.
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