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© All Rights Reserved. ApplyBlast.com
Boardroom
A leading financial services organisation is seeking experienced Financial Advisors to provide professional financial planning and relationship banking services to affluent and high‑net‑worth clients. The role involves building and managing client portfolios, delivering holistic financial solutions across investments, retirement, insurance, estate and trust planning, and ensuring compliance with regulatory requirements.
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.
25% above the average for this role
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