Quest Search and Selection
An experienced Chartered Financial Adviser is sought to join an established wealth management business and manage a high-net-worth client bank. The role involves providing comprehensive, independent financial planning advice to successful individuals, families, and business owners. This relationship-led position offers the opportunity to work alongside tax, accounting, and investment specialists to deliver holistic financial solutions.
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 Quest Search and Selection.
26% below the average for this role