Humanus
The Associate Financial Advisor supports Lead and Senior Financial Advisors in delivering comprehensive financial planning and personalized advice to clients. This role involves preparing for client meetings, coordinating operational workflows, and expanding technical expertise in areas such as retirement, investments, and estate planning. The position offers a hybrid work arrangement and opportunities for professional development, including support for pursuing a CFP® designation.
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 Humanus.
17% above the average for this role