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© All Rights Reserved. ApplyBlast.com
Boardroom
An established financial services organisation is seeking an experienced Financial Advisor to provide holistic financial planning and wealth management solutions to existing and newly acquired clients. The role focuses on delivering personalised advice across investment, insurance, retirement, and estate planning, while building long‑term client relationships and supporting junior advisors.
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 Boardroom.
Boardroom didn’t post a salary, so this is our estimate from similar listings.
18% above the average for this role
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