OnPoint
A Financial Advisor at OnPoint Community Credit Union partners with Raymond James to provide personalized investment planning and financial advice to the member base. This role involves assessing client needs, recommending financial strategies, developing comprehensive plans, and maintaining ongoing portfolio performance reviews while adhering to strict industry regulations. The position requires building strong relationships, cultivating revenue-generating partnerships, and continuously updating knowledge through required continuing education and licensing.
Headquarters
Miami, Florida, United States
Company Size
51-200 employees
Founded
2009
OnPoint is a digital publishing and data company that develops original content across a portfolio of vertical and geo-focused brands spanning automotive, health and wellness, financial services, outdoor recreation, and geo markets. The company captures consumer signal, profile, and survey data through its growing network of web properties to deliver actionable insights. OnPoint operates across four cities in three countries with over 200 team members.
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 OnPoint.
34% above the average for this role