Finura
This full-time, permanent role involves taking over an established portfolio of existing clients to build long-term relationships and provide regulated financial advice. The position focuses on client relationship management and delivering high-quality advice across investments, retirement planning, and estate planning, with no requirement for self-generated business. The successful candidate will work within a supportive, independent wealth management firm that provides administrative support and firm-generated leads.
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 Finura.
4% above the average for this role