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© All Rights Reserved. ApplyBlast.com
J2T Recruiting
A Financial Advisor at a fee-only firm in Ashland, Oregon, partners with the lead advisor to service existing client relationships and support the development of comprehensive financial plans. The role involves coordinating estate, investment, insurance, and tax strategies while identifying opportunities for portfolio optimization and cash flow management. This position offers the potential to transition into a Lead Advisor or Chief Wealth Strategist role, providing leadership and operational oversight.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
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 J2T Recruiting.
J2T Recruiting didn’t post a salary, so this is our estimate from similar listings.
23% below the average for this role
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