McKenzie Recruiting
The Financial Advisor assists clients in achieving their financial goals by analyzing their financial situations and providing personalized advice on investments, retirement planning, and insurance. The role involves creating customized financial plans, monitoring investment portfolios, and educating clients on financial concepts to empower informed decision-making. This position requires building strong client relationships and engaging in business development to grow the firm's client base.
Fractional recruiting and talent acquisition for startups, SaaS companies, and growing businesses. Flexible sourcing, screening, and hiring support.
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 McKenzie Recruiting.
7% above the average for this role