Financial Advisor
Simon Quick Advisors
About this role
Simon Quick Advisors is an independent registered investment advisory firm that offers holistic financial planning and wealth management solutions for affluent clients, emphasizing personalized strategies and a client-centered approach. The firm fosters a collaborative environment focused on growth, integrity, and transparency.
Skills
Qualifications
About Simon Quick Advisors
simonquickadvisors.comSimon Quick Advisors is a fiduciary wealth management firm that provides holistic wealth services across investment, tax, estate, and financial planning. They build personalized, goal‑aligned plans and manage portfolios with attention to tax efficiency and long‑term wealth preservation. The firm emphasizes putting clients’ interests first and partners with individuals, families, and business owners seeking coordinated, comprehensive financial advice.
About Simon Quick Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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and employee contacts for Simon Quick Advisors.
Salary
$200k
per year
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