Senior Wealth Advisor for UHNW Families

CFA Institute; Menlo Park (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Stamos Capital Partners is seeking a Senior Wealth Manager (Director‑level) to lead day‑to‑day client relationships for a select group of investment partners in Menlo Park, CA. You will own financial plans, investment strategies, and coordination with advisors to deliver tailored wealth solutions.

The role emphasizes fiduciary responsibility, estates and tax planning, and deep client care for high‑net worth families. In‑office collaboration with the Partner Capital Group is essential.

Qualifications

• 8+ years of client‑facing wealth management or financial planning experience with foundations or high‑net worth or ultra‑high net worth families.
• Bachelor's degree in a relevant field.
• CFP certification in good standing.

Responsibilities

• Serve as day‑to‑day lead contact for a core group of investment partners (10–15).
• Own client relationships, financial plans, investment plans, and core administrative tasks.
• Coordinate with partners’ other advisors, including accountants and tax professionals.
• Translate investment and planning decisions into clear, actionable steps for clients.
• Build and maintain comprehensive investment and financial plans (portfolio management, cash flow, tax, insurance, retirement).
• Ensure compliance, accurate CRM records, and fiduciary duties are upheld.

Skills

Client relationships

Financial planning

Regulatory compliance

Communication skills

Estate planning

Fiduciary duties

Education

Bachelor's degree

CFP certification

Job description

Stamos Capital Partners is seeking a Senior Wealth Manager (Director‑level) to lead day‑to‑day client relationships for a select group of investment partners in Menlo Park, CA. You will own financial plans, investment strategies, and coordination with advisors to deliver tailored wealth solutions.

The role emphasizes fiduciary responsibility, estates and tax planning, and deep client care for high‑net worth families. In‑office collaboration with the Partner Capital Group is essential.