Associate Financial Advisor / Service Advisor

Menlo Asset Management; Menlo Park (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Menlo Asset Management, an award-winning independent wealth management firm serving Bay Area clients, is seeking an experienced advisor to join our growing team in Menlo Park.

You will work with the lead advisor to deliver comprehensive financial planning, investment advice, and client service, building trusted relationships and ensuring an exceptional client experience for high-net-worth individuals and families.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 7+ years of professional experience in wealth management, financial planning, or financial advisory services.
• Series 7 and 66 licenses are required, with Life & Health Insurance License preferred (to be obtained within 6 months).
• Strong understanding of financial planning, retirement planning, and investment management concepts.
• Experience using CRM and financial planning software.
• Excellent interpersonal, presentation, and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities.

Responsibilities

• Serve as primary contact for assigned client relationships.
• Prepare and maintain financial plans and investment recommendations.
• Analyze client financial information and develop planning strategies.
• Assist with implementation of investment, retirement, insurance, and planning recommendations.
• Conduct ongoing client reviews and update financial plans as circumstances change.
• Support client education events, seminars, and firm initiatives.
• Proactively identify opportunities to deepen existing client relationships.

Skills

Interpersonal skills

Presentation skills

Written communication

CRM experience

Financial planning software

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

CRM systems

Financial planning software

Job description

At Menlo Asset Management, you'll join an award-winning, independent wealth management firm serving successful individuals, families, and retirees throughout the Bay Area. For more than 20 years, we have helped clients navigate important financial decisions through comprehensive planning, tailored investment management, and exceptional personal service. Menlo Asset Management was recently recognized as a 2026 Forbes Best-in-State Wealth Management Firm and a 2026 Best of the Bay Winner for Financial Advisor, Financial Planning & Investment Services. We are growing and seeking an experienced advisor who is passionate about building trusted client relationships and delivering sophisticated financial advice.

Position Overview

This is an excellent opportunity for an experienced advisor seeking a long-term career path with an established and growing wealth management firm. The Service Advisor will work closely with lead advisor, participate in meaningful client relationships, and play a key role in delivering comprehensive financial planning and wealth management solutions. Ideal candidates enjoy client interaction, thrive in a collaborative environment, and are committed to providing an exceptional client experience.

Key Responsibilities

• Serve as a primary point of contact for assigned client relationships.
• Prepare and maintain financial plans and investment recommendations.
• Analyze client financial information and develop planning strategies.
• Assist with implementation of investment, retirement, insurance, and planning recommendations.
• Conduct ongoing client reviews and update financial plans as circumstances change.
• Support client education events, seminars, and firm initiatives.
• Proactively identify opportunities to deepen existing client relationships.

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 7 years of professional experience in wealth management, financial planning, or financial advisory services.
• Series 7 and 66 licenses are required, with Life & Health Insurance License preferred (to be obtained within 6 months).
• Strong understanding of financial planning, retirement planning, and investment management concepts.
• Experience using CRM and financial planning software.
• Excellent interpersonal, presentation, and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities.

Preferred Qualifications

• Experience supporting high-net-worth clients and families.
• Familiarity with tax planning and retirement income planning strategies.
• Experience conducting client review meetings and presenting recommendations.

Compensation

Competitive base salary plus performance bonus