HB Wealth
The Advisory Team Leader is a senior leadership role responsible for the overall performance, development, and effectiveness of an advisory team serving high-net-worth clients. This position involves coaching and mentoring advisors, overseeing client experience quality, and driving sustainable business growth while fostering a collaborative team culture. The role also includes serving as a lead advisor for select client relationships and contributing to market engagement and recruiting efforts.
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
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
View leadership team, funding history,
and employee contacts for HB Wealth.
HB Wealth didn’t post a salary, so this is our estimate from similar listings.