Advisory Operations Manager
Fpwa
About this role
Faulk & Winkler is seeking an Advisory Operations Manager to support the delivery of advisory services for business owners. The role involves overseeing client onboarding, coordinating engagement workflows, and improving operational processes to ensure a seamless client experience.
Skills
Qualifications
About Fpwa
fpwa.orgFpwa.org appears to be associated with the Financial Planning & Wealth Alliance (FPWA), a membership organization for financial professionals focused on education, networking, and professional development. It supports advisors and related practitioners through events, resources, and industry collaboration.
About Fpwa
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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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View leadership team, funding history,
and employee contacts for Fpwa.
Salary
$55k – $70k
per year