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© All Rights Reserved. ApplyBlast.com
Platform Accounting Group
An Associate Wealth Advisor at Platform Accounting Group collaborates with Wealth Advisors to manage client relationships and participate in advanced planning processes for investing, retirement, estate, and tax planning. The role focuses on delivering an outstanding client experience through financial planning, client onboarding, and CRM management. This position supports the firm's growth by providing operational assistance and maintaining strong client interactions.
Platform Accounting Group gives boutique accounting firms and their people the modern support, resources and tools they need to win in today’s rapidly changing environment.
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 Platform Accounting Group.