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© All Rights Reserved. ApplyBlast.com
AU1 Durbiqpxjr6uhdtbuqlkg5vv5y
This role involves taking ownership of an established portfolio of approximately 130 clients, predominantly pre-retirees and retirees, with the potential to grow the book to 150-170 clients. The Financial Adviser will build trusted relationships, lead client meetings, and develop tailored financial strategies while leveraging a strong support team to focus on high-value advice and business development. The position offers a performance-based bonus structure designed to reward revenue generation and new client growth.
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
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and employee contacts for AU1 Durbiqpxjr6uhdtbuqlkg5vv5y.
AU1 Durbiqpxjr6uhdtbuqlkg5vv5y didn’t post a salary, so this is our estimate from similar listings.