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© All Rights Reserved. ApplyBlast.com
OnePoint BFG Wealth Partners
Bleakley is seeking a Client Service Associate to join a team of advisors and support growing initiatives within a leading independent Registered Investment Advisor firm. The role involves a mix of client-facing activities and administrative tasks, including preparing meeting materials, onboarding clients, and assisting with daily operational needs. This position reports directly to the Director of Operations and requires a detail-oriented professional with excellent communication skills and a collaborative spirit.
OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.
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 OnePoint BFG Wealth Partners.
OnePoint BFG Wealth Partners didn’t post a salary, so this is our estimate from similar listings.
21% below the average for this role