Investment Advisor Jobs in Menlo Park, CA

Accelerate progress at a leading insurance company by overseeing U.S. GAAP and statutory financial reporting for investments. Collaborate with teams to enhance processes, ensure regulatory compliance...

Optimize employee retirement programs by managing administration, vendor relations, and compliance. Collaborate with HR, Finance, and external providers to ensure optimal program delivery across multi...

Explore and source venture capital investment opportunities in the tech and media sectors. Collaborate with entrepreneurs and corporate teams to evaluate strategies, enhance deal flow, and support due...

Drive investment opportunities within the tech and media sectors by evaluating start-ups and building relationships with founders. This entrepreneurial role offers career growth within a dynamic firm...

Lead the charge in conducting comprehensive analyses of FINRA firms' communications, ensuring quality control and regulatory compliance while training and guiding team members in a collaborative envir...

Shape the future of private markets by driving advisor engagement, education, and adoption of innovative investment strategies. Leverage your expertise to build relationships, create impactful resourc...

Join us to provide exceptional wealth management and financial planning advice, fostering strong client relationships while growing your practice through client asset consolidation and referrals in a...

Elevate your career as you guide clients through their financial journey, leveraging your expertise in planning and investment strategies to foster lasting relationships and drive impactful decisions...

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Transform client wealth management as a trusted advisor, guiding ultra-high-net-worth clients through investment strategies, business development, and operational excellence while mentoring a dedicate...

Lead a dynamic client service team, focusing on strategic operations, team development, and client relationships to drive growth and operational excellence in wealth management...

Collaborate with a high-performing team to manage client relationships, support operations, and ensure compliance while gaining foundational experience for career growth and learning in the financial...

Empower your career by overseeing daily trading workflows, enabling advisors to align accounts with goals, and enhancing operational efficiency through data analysis and independent problem-solving in...

Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...

Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...

Lead the charge in transforming investment strategies by leveraging AI tools and market analytics to drive informed decision-making in biotechnology investments while collaborating with cross-function...

Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...

Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...

Lead wealth management initiatives, providing strategic guidance and client-focused solutions. Collaborate across teams to enhance service offerings and drive client growth while leveraging financial...

Optimize portfolio management by leading asset strategies, collaborating with investment teams, and enhancing asset performance across Northern California and Washington, ensuring financial alignment...

Partner with us to drive strategic initiatives and growth across the organization. Lead a high-impact team, engage with executive leadership, and support strategic decision-making through comprehensiv...

Support client-facing teams by providing expert insights, analytical backing, and tailored portfolio construction strategies for high net worth clients, ensuring compliance and fostering strong adviso...

Transform client relationships by providing expert portfolio advice and financial strategies to high-net-worth clients, supporting advisor teams, and leading the charge in analytical support and inves...

Engage with high net worth clients, providing tailored investment strategies and analytical support. Collaborate with advisor teams to deliver expert insights and ensure compliance, while navigating i...