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Robert Half Logo Robert Half · Finance

Senior Wealth Analyst

United States, Menlo Park · Job Posted June 09, 2026
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Job Description

Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence. This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.

Job Responsibility

  • Support Wealth Advisors in delivering high-level client service and financial planning
  • Gather and analyze client data to build and refine financial plans
  • Prepare planning analyses and investment recommendations using financial planning tools
  • Assist with portfolio monitoring, account maintenance, and client requests
  • Support proposal development for prospective clients
  • Maintain organized client records within Salesforce

Requirements

  • Bachelor’s degree
  • CFP® certification preferred
  • 3+ years of experience in financial services, ideally within an RIA
  • Exposure to estate planning and financial scenario modeling
  • Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred
  • Strong analytical, organizational, and communication skills
  • Self-motivated and collaborative team player

Nice to have

  • CFP® certification preferred
  • Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred

What we offer

  • Base + Excellent Perks
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
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