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© All Rights Reserved. ApplyBlast.com
TotalBankMiami
The Associate Financial Planner supports the delivery of financial planning services across Wealth Management business lines to enhance client outcomes. This developmental role builds experience, technical knowledge, and client interaction skills while progressing toward CFP certification. The position involves assisting senior planners, utilizing financial planning software, and participating in client meetings to identify planning opportunities.
TotalBank is a registered trademark and marketing name of City National Bank of Florida (CNBFL), offering online banking products including High-Yield Certificates of Deposit and Money Market Accounts. The bank provides FDIC-insured deposit products with competitive APY rates and emphasizes financial strength and stability. TotalBank serves individual depositors through digital banking channels, with products requiring a minimum deposit of $25,000 for CDs.
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 TotalBankMiami.
TotalBankMiami didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role