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© All Rights Reserved. ApplyBlast.com
Wilson Bank & Trust
The Financial Advisor at Wilson Bank & Trust delivers financial planning services to clients, leveraging resources from Raymond James Financial Services. This role involves serving as the primary point of contact for existing clients, proactively seeking new client relationships, and promoting suitable investment models and strategies. The position requires collaboration with senior advisors and operations teams to ensure consistent client experiences and meet service-level and production-based goals.
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 Wilson Bank & Trust.
Wilson Bank & Trust didn’t post a salary, so this is our estimate from similar listings.