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© All Rights Reserved. ApplyBlast.com
F.L.Putnam
The Client Advisor/CFP® serves as the financial planning lead for new and existing client relationships within a collaborative team structure. This role focuses on delivering comprehensive financial advice, managing client expectations, and contributing to firm growth through business development and strategic initiatives. The position requires a CFP® professional with extensive experience in financial planning and client relationship management.
Combining Contemporary Insight with a History of Excellence Schedule a Consultation Founded 0 AUA & AUM* $ 0 B Employees* 0 Offices* 0 *As of 12/31/2025 The FLP Difference We are a diversified financial services company with a relentless focus on delivering sophisticated,data-driven solutions and individualized service to our clients. Accessible Collaborative Experienced Comprehensive Individuals […]
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 F.L.Putnam.
42% above the average for this role