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© All Rights Reserved. ApplyBlast.com
Db_d05198896010b3aaa6015952b83822b2
A Certified Financial Planner (CFP) is sought to join a growing Registered Investment Advisor (RIA) firm, focusing on managing client relationships and providing comprehensive financial planning advice. The role leverages specialized support in marketing, financial planning, investment management, and operations to allow advisors to concentrate on client interactions. This position offers opportunities for professional development and collaboration with dedicated teams of CFPs and CPAs.
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 Db_d05198896010b3aaa6015952b83822b2.
Db_d05198896010b3aaa6015952b83822b2 didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role