atomos wealth
We are seeking a highly skilled Financial Planning Administrator to create seamless client journeys and support advisers and clients. This role involves managing administrative processes for professional financial advice, ensuring accurate and timely client interactions. The ideal candidate will have a strong understanding of financial planning products and processes, with a focus on delivering exceptional client service.
Tailored financial and investment advice to help your long-term financial wellbeing by giving you control of your financial world, on your own terms.
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 atomos wealth.
atomos wealth didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role