Wealthfront - United States, Palo Alto, Finance

Seeking an Equity & Payroll Administration Manager in Palo Alto. You will manage multi-state payroll for 200+ employees and administer equity plans (Shareworks/Carta) with ASC 718 reporting. Ideal candidates hold a CPA/CEP designation and have 2+ years of hands-on platform experience.

Seeking a Senior Staff Accountant in Palo Alto to own the month-end close process. This role requires a CPA with expertise in NetSuite, performing accruals, and conducting reconciliations. Ideal for a detail-oriented professional skilled in managing unbilled expense estimates and true-up procedures.

Seeking a Series 7 licensed Client Services Representative aligned with Eastern Time hours. This role is ideal for East Coast-based professionals or those committed to an EST schedule. Join our team to deliver exceptional client support from our New York City or Palo Alto offices.

Join Wealthfront's cutting-edge mortgage team in Palo Alto as a Loan Closer. Leverage your 2+ years of closing expertise to ensure seamless, compliant transactions. Enjoy top benefits including medical, 401K, and generous time off in this dynamic, growing environment.

Join Wealthfront's Finance team as a Senior Specialist in Equity & Payroll Administration. You will manage end-to-end equity programs and payroll operations, ensuring accuracy and compliance in a dynamic environment. This Palo Alto-based role requires 4-6 years of experience with equity platforms...

Join Wealthfront's innovative mortgage lending team as a Loan Post Closer. You will ensure accuracy and compliance in final loan stages, managing investor delivery and documentation. This role requires 3+ years of post-closing experience and proficiency in LOS systems. We offer competitive benefi...

Join Wealthfront's innovative mortgage team as a Senior Loan Originator. Leverage your 4+ years of experience and license to guide clients with cutting-edge technology. Enjoy competitive benefits, equity, and a bonus in key US locations. Help scale a modern lending operation.

Join Wealthfront's innovative mortgage lending team as a Loan Processor. Leverage your 2+ years of experience and knowledge of Conventional/Jumbo guidelines to guide clients. Enjoy a collaborative environment in Palo Alto, NYC, or other major hubs, supported by excellent benefits like equity and ...

Join Wealthfront's innovative mortgage lending team as a licensed Loan Originator. Leverage your 2+ years of experience and expertise in Conventional/Jumbo guidelines to guide clients. Utilize cutting-edge technology in a dynamic, growth-focused environment. Enjoy top benefits including equity, b...

Join Wealthfront in Palo Alto as a Client Services Representative. You will provide exceptional support via phone and email, explaining investment concepts and resolving client issues. This role requires a Bachelor's degree, 1+ years in finance/fintech, and strong communication skills. We offer m...