OnPoint
This role involves acting as a Financial Advisor for OnPoint Community Credit Union in partnership with Raymond James, focusing on building client relationships and providing personalized investment strategies. Candidates will assess members' financial needs, recommend products, and maintain portfolio performance while adhering to industry regulations. The position emphasizes a collaborative team environment dedicated to supporting long-term financial planning and growth.
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.
OnPoint didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role