Workplace Financial Consultant - Palo Alto, CA

What you’d do

Serve as a financial consultant to employer plan sponsors and their employees, running engagement strategies for 401(k), 403(b), equity compensation and other workplace benefits. Requires living in the Palo Alto area to be on local client campuses 3-4 days a week; full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• FINRA Series 7 and Series 66 licenses
• CFP or CRPC required
• Live in Palo Alto area
• On client campuses 3-4 days a week