1150349P
ATB Wealth is seeking a Financial Advisor to support clients through digital channels, uncovering needs, providing investment advice, and delivering financial education. The role involves sourcing sales opportunities, maintaining regulatory compliance, and delivering exceptional client experiences while meeting sales targets. This position requires a strong understanding of wealth management products and the ability to work independently in a high-volume environment.
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 1150349P.
1150349P didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role