Crews Bank
Crews Bank & Trust is seeking a Financial Advisor to join the Trust & Wealth Management team in the Southwest Florida area. This role focuses on building long-term client relationships and assisting with investment portfolio activities and sales processes. The position involves collaborating with a Wealth Strategist to meet with clients, assess their needs, and develop tailored investment strategies.
Trust in our team to help you reach your financial goals and beyond. Personal Banking. Business Solutions. Trust and Wealth Management Services.
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 Crews Bank.
Crews Bank didn’t post a salary, so this is our estimate from similar listings.