Senior Wealth Analyst

Description
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.
Responsibilities

+ Support Wealth Advisors in delivering high-level client service and financial planning

+ Gather and analyze client data to build and refine financial plans

+ Prepare planning analyses and investment recommendations using financial planning tools
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