Wealth Planning Associate - Client Relationships Lead

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

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.