MUFG SECURITIES
This role involves delivering high-volume intrafund and retirement advice to superannuation members, primarily over the phone, to help them make confident decisions about their super and retirement. The Adviser will conduct thorough fact-finding, translate complex financial concepts into clear advice, and maintain strong relationships with referral partners while meeting key productivity and compliance targets. The position offers a structured, fast-paced environment within a leading superannuation administration business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for MUFG SECURITIES.
MUFG SECURITIES didn’t post a salary, so this is our estimate from similar listings.