Wealth Manager Salaries in Menlo Park, CA

5+ years of work experience in a field relevant to the position required. Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall…

$68,000 - $120,000 a year

Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and…

$85,000 - $105,000 a year

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$35,152 - $90,000 a year

8 days ago

Receive client calls and resolve questions/issues as needed. Alongside the advisor, the wealth planner will develop individualized financial plans and…

$70,000 - $75,000 a year

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

7 days ago

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(…

$68,000 - $120,000 a year