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© All Rights Reserved. ApplyBlast.com
SmartBank
As a Financial Advisor at SmartBank, you will serve as a trusted partner to clients, helping them define and pursue short- and long-term financial goals through holistic planning and wealth management solutions. You will cultivate new relationships via networking and referrals, deliver personalized investment and retirement strategies, and grow a book of business while adhering to strict regulatory requirements. This role leverages a partnership with Raymond James Financial Services to provide comprehensive guidance and sophisticated investment solutions.
SmartBank delivers exceptional banking solutions like checking, savings, investing, and planning to help meet your goals. It's our mission to serve you.
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 SmartBank.
SmartBank didn’t post a salary, so this is our estimate from similar listings.
30% below the average for this role