Raymond James
The role involves completing rotations across various financial services areas, developing the skills needed to become a fully qualified Financial Advisor, and building a client book to meet production targets. The incumbent will provide high‑level client service, manage client relationships, and recommend investment solutions while obtaining required industry licenses.
N/A
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
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