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© All Rights Reserved. ApplyBlast.com
McKenzie Recruiting
The Financial Advisor Trainee role offers a structured, hands-on development path for individuals with relevant industry experience to transition into financial advising. The position involves learning comprehensive financial planning fundamentals under the guidance of experienced advisors while supporting client assessments and planning processes. Over time, the trainee will take on increasing responsibility and work toward becoming a fully credentialed Financial Advisor.
Fractional recruiting and talent acquisition for startups, SaaS companies, and growing businesses. Flexible sourcing, screening, and hiring support.
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 McKenzie Recruiting.
21% below the average for this role