Associate Financial Advisor
Abacus Wealth Partners
About this role
Abacus offers an apprenticeship program for aspiring financial advisors, providing hands-on experience in financial planning, client interaction, and professional development. The role involves working with various financial planning tools, supporting lead advisors, and learning the company's unique approach to finance.
Skills
Qualifications
About Abacus Wealth Partners
abacuswealth.comAbacus Wealth Partners is a financial advisory and wealth management firm that helps clients make the best use of their financial resources so they can spend more time on what matters. They create innovative, values-aligned financial plans that aim to make the world more prosperous, diverse, sustainable, inclusive, and kind. Abacus provides personalized financial planning, investment management, and fiduciary guidance for individuals and families seeking a holistic, mission-driven approach. Their guiding promise is summed up by the tagline: "Expanding what's possible with money."
About Abacus Wealth Partners
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Abacus Wealth Partners.
Salary
$75k – $79k
per year
More jobs at Abacus Wealth Partners
Similar Jobs
Financial Advisor Trainee - (Woodland Hills, CA)
Raymond James & Associates, Inc., Research Division
Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL
Merrill Lynch
Advisor Development Program Financial Solutions Advisor Trainee Centralized: Houston Galleria
Merrill Lynch
Advisor Development Program - CENTRAL FLORIDA & ASSOCIATES Financial Solutions Advisor Trainee: Financial Center - Orlando, FL
Merrill Lynch
Financial Advisor - Royersford, PA
TD Bank Group
Financial Advisor Trainee
Raymond James & Associates, Inc., Research Division