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© All Rights Reserved. ApplyBlast.com
thecooperators.com
The Associate Financial Advisor supports agency operations through outbound prospecting, client contact, and sales of life, group, and wealth management products. The role involves identifying prospects, conducting needs analyses, completing client reviews, and ensuring compliance with licensing and underwriting guidelines.
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 thecooperators.com.
Right around the average for this role