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Senior Wealth Advisor – Estate & Tax Planning; CFP
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-10-06
Listing for:
Empirical Wealth Management
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A leading financial advisory firm located in Menlo Park, California, is seeking experienced Financial Advisors to provide exceptional service to high-net-worth clients. Candidates should have a four-year degree and CFP designation, along with 7+ years in financial or estate planning. Responsibilities include onboarding clients, servicing existing accounts, and driving new business.
This role offers a competitive salary with a transition to revenue share and comprehensive benefits, emphasizing growth within a collaborative culture.
We are seeking a motivated Senior Wealth Advisor – Estate & Tax Planning (CFP) to join Empirical Wealth Management in Menlo Park, CA, United States. The advertised compensation is 100.. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Senior Wealth Advisor – Estate & Tax Planning (CFP) role in the description above.
Position Requirements
10+ Years
work experience
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