Medium

Financial Advisor

Medium

10 months ago
Newton, United States
Onsite
Full Time
Senior
0 applicants
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Medium
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About this role

A Financial Advisor provides comprehensive financial planning and investment management services to clients, building strong relationships while achieving business growth objectives. The role involves client advising, financial analysis, compliance, and business development within the financial services industry.

Skills

Qualifications

Series 65 or 66 licenseHealth and Life Insurance licensesBachelor's degree in finance or related field
Medium

About Medium

pinpointhq.com

Pinpoint is a talent acquisition platform offering applicant tracking software that helps in-house recruiting teams run multiple hiring processes side-by-side with flexibility, consistency, and ease of use. The ATS focuses on configurable workflows and an easy-to-use interface so teams can start with core recruitment tools and add functionality as hiring needs grow. Pinpoint aims to simplify complex, high-volume hiring by improving candidate management, collaboration, and reporting for recruiters.

About Medium

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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