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© All Rights Reserved. ApplyBlast.com
Desert Financial Services
The Financial Advisor provides holistic, relationship‑based financial planning and advisory services to clients and prospects, focusing on discovery‑driven conversations to identify goals and recommend comprehensive wealth strategies. The role includes client relationship management, referral outreach, compliance, and operational duties while working under the guidance of Raymond James Financial.
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 Desert Financial Services.
Desert Financial Services didn’t post a salary, so this is our estimate from similar listings.
16% above the average for this role