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© All Rights Reserved. ApplyBlast.com
Barclay Associates LLC
The role supports financial advisors by handling daily administration, preparing presentations, managing client information, and processing account applications. It involves using tools such as PowerPoint, financial planning software, AdviserEngine CRM, and Schwab Advisor Center to ensure accurate client service and compliance.
Headquarters
San Rafael, California, United States
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 Barclay Associates LLC.
Barclay Associates LLC didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role
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