ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Apex Electronics
The role supports financial advisors by handling daily administrative tasks, preparing presentations, and managing client information and account processes. It involves working with financial planning software, CRM systems, and ensuring compliance with industry regulations.
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 Apex Electronics.
Apex Electronics didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role
Client Service Associate – Financial Planning
Bradford Consulting
Client Service Associate – Financial Planning
Ron Sunshine Associates LLC
Client Service Associate – Financial Planning
wilsonworkforcesolutions
Client Service Associate – Financial Planning
Clear Concepts Consulting Group
Client Service Associate – Financial Planning
topechelon
Client Service Associate – Financial Planning
Executive Solutions