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© All Rights Reserved. ApplyBlast.com
Petersen Hastings Investment Management
The Associate Wealth Advisor supports the Advisor Team in managing client relationships and business development, handling financial data gathering, analysis, and planning tasks. The role involves preparing client documents, assisting with portfolio monitoring, and may include attending client meetings in a supportive capacity.
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.
17% below the average for this role