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© All Rights Reserved. ApplyBlast.com
American Federal Insurance Services, Inc
The Financial Advisor role at American Federal involves developing and managing a profitable business practice by acting as a financial advisor and consultant to individuals and small businesses. The position focuses on creating comprehensive financial planning solutions and delivering specialized expertise in investments while building and growing a high-value client portfolio. This independent role requires engaging with clients both inside and outside the bank to deliver customized investment solutions and achieve top-performing results.
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 American Federal Insurance Services, Inc.
Right around the average for this role