Job Details

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• Minimum of 2 years of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Menlo Park, CA | $159,000.00–$225,000.00