fmbank.com
The Financial Advisor role involves selling a variety of investment products and services, including stocks, bonds, and insurance, to meet customer needs and production goals. The position requires generating and maintaining a marketing program within a designated market area while providing outstanding customer service. Additionally, the role includes conducting regular portfolio reviews for existing clients and cross-selling bank products and 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 fmbank.com.
fmbank.com didn’t post a salary, so this is our estimate from similar listings.
3% above the average for this role