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Petersen Hastings Investment Management
The Associate Advisor supports the advisor team at Petersen Hastings Wealth Advisors by assisting with client financial planning, data analysis, and portfolio management tasks. This role involves gathering client data, performing financial modeling, preparing correspondence, and collaborating with the investment team to manage portfolio allocations. It requires a strong foundation in finance, proficiency in Office 365, and a commitment to providing personalized wealth management solutions.
Headquarters
Kennewick, Washington, United States
Company Size
11-50 employees
Founded
1962
Fiduciary financial advisors helping financially established individuals invest where life really counts—with clarity, care, and a personalized approach.
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 Petersen Hastings Investment Management.
5% below the average for this role