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Associate Wealth Advisor

Menlo Park, CA 94025

Posted: 01/06/2024 Employment Type: Permanent Category: Finance Job Number: 23329 Pay Range: $90,000 - $100,000 Remote Options:

Job Description

An established independent financial advisory firm located in Menlo Park, CA is seeking an Associate Wealth Advisor to join their team. Our client provides financial planning, income tax planning, investment services and more. 

The ideal candidate will have experience in the wealth management industry and preferably a CPA. The Associate Wealth Advisor delivers exceptional advice and service to clients of the company.

Pay Range: $90,000 - $120,000 DOE


Responsibilities: 

  • Prepare agendas, reports and analyses for client meetings
  •  Play a key role in the ongoing maintenance of the firm’s portfolio accounting and performance reporting system
  • Assist in the execution of client recommendations
  • Run financial projections for clients using sophisticated Excel models
  • Assist advisors in evaluating various financial decisions and strategies for clients by
    conducting research 
  • Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
  •  Manage workflow and prioritize projects

Requirements: 
  • Bachelor's degree in accounting, finance, economics or related 
  • Relevant work experience in wealth management
  • CFP, CPA, or CFA preferred 
  • Strong PC skills with proficiency in excel 
  • Excellent analytical and problem-solving skills 


Benefits:

  • Medical
  • Dental
  • Vision
  • 401k
  • Unlimited PTO 


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