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© All Rights Reserved. ApplyBlast.com
Isabella Bank
The Financial Advisor provides financial advice to clients and generates new business for Isabella Wealth. The role involves meeting with clients to establish goals, analyze financial information, and manage investments while coordinating financial plans with external professionals. Additionally, the position requires building referral networks, cross-selling bank products, and representing the bank in the community.
Come to Isabella Bank to experience hometown banking at its best!
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 Isabella Bank.
Isabella Bank didn’t post a salary, so this is our estimate from similar listings.