Senior Wealth Advisor - Estate & Tax Planning (CFP)
Empirical Wealth Management
A leading financial advisory firm located in Menlo Park, California, is seeking experienced Financial Advisors to provide exceptional service to high-net-worth clients. Candidates should have a four-year degree and CFP designation, along with 7+ years in financial or estate planning. Responsibilities include onboarding clients, servicing existing accounts, and driving new business. This role offers a competitive salary with a transition to revenue share and comprehensive benefits, emphasizing growth within a collaborative culture. #J-18808-Ljbffr
Vacancy posted 3 days ago
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