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Financial Consultant Financial Advisor Wealth Management Financial Analyst

Senior Wealth Advisor - Estate, Tax & Investment Planning

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Empirical Financial Services, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 100000 - 250000 USD Yearly USD 100000.00 250000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Menlo Park is seeking experienced Financial Advisors to grow their practice while providing high-level advice to clients. Candidates should possess a four-year degree and CFP designation, with 7+ years in financial planning or related work. Responsibilities include onboarding clients, offering sales proficiency, and working with high-net-worth individuals to achieve their financial and investment objectives. The role offers a competitive salary range of $100,000 – $250,000 with possible transition to revenue sharing and comprehensive benefits.
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Position Requirements
10+ Years work experience
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