LMW Associates LLC
We are seeking a Financial Advisor/Tax Preparer to join our team, where you will educate and provide guidance to clients on how to best utilize and invest their money. The role involves assessing each client’s unique financial picture, understanding their needs, and recommending a strategic financial plan. The ideal candidate will analyze market financial data and deliver reliable, data-based financial advice.
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 LMW Associates LLC.
LMW Associates LLC didn’t post a salary, so this is our estimate from similar listings.
5% below the average for this role