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© All Rights Reserved. ApplyBlast.com
Octopus Legacy
The Financial Adviser at Octopus Legacy will deliver holistic, financial planning‑led advice to clients, building a personal book of business from warm leads generated through charity partnerships and the Octopus Group network. The role offers autonomy to shape client relationships, collaborate across will writing, legal and partnership teams, and contribute to product development while ensuring FCA compliance.
We help people plan for the future with wills, LPAs, probate and life insurance. Expert support to protect what matters most.
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 Octopus Legacy.
Octopus Legacy didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role