Senior Wealth Associate

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.

This is a great opportunity to join a rapidly growing independent RIA where you'll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. ResponsibilitiesSupport Wealth Advisors in delivering high-level client service and financial planningGather and analyze client data to build and refine financial plansPrepare planning analyses and investment recommendations using financial planning toolsAssist with portfolio monitoring, account maintenance, and client requestsSupport proposal development for prospective clientsMaintain organized client records within SalesforceFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.