Confidential Employer
A senior financial advisor will lead the launch and growth of a new wealth management offering for high net worth and mass affluent clients in the Wilmington, NC area. The role offers a high‑payout, fee‑only compensation model, autonomy over client relationships and portfolio construction, and a clear path to equity participation.
Headquarters
Tampa, Florida, United States
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 Confidential Employer.
185% above the average for this role