Octopus Money
Octopus Money is seeking an experienced Financial Adviser to deliver holistic financial planning and advice to clients across accumulation, retirement, and later life stages. The role involves managing a large portfolio of existing clients while also developing new business through networking and partnerships. This position offers the opportunity to work within a rapidly growing, mission-driven team that leverages technology and expert support to improve financial wellbeing.
Make your money go further, with advice from a real person and a plan made especially for you. We want to help everyone turn their life dreams into reality.
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 Money.