Client Services Associate
Abacus Wealth Partners
About this role
Abacus is a financial planning firm that focuses on providing thorough and empathetic support to clients and advisors, emphasizing trust and quality service. The company offers flexible work arrangements, competitive wages, and a strong team-oriented culture.
Skills
About Abacus Wealth Partners
abacuswealth.comAbacus Wealth Partners is a financial advisory and wealth management firm that helps clients make the best use of their financial resources so they can spend more time on what matters. They create innovative, values-aligned financial plans that aim to make the world more prosperous, diverse, sustainable, inclusive, and kind. Abacus provides personalized financial planning, investment management, and fiduciary guidance for individuals and families seeking a holistic, mission-driven approach. Their guiding promise is summed up by the tagline: "Expanding what's possible with money."
About Abacus Wealth Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Abacus Wealth Partners.
Salary
$76k – $81k
per year