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© All Rights Reserved. ApplyBlast.com
St. James’s Place
The Financial Planner will develop and deliver advice for high‑net‑worth private clients, working alongside partners and external advisers. The role involves creating holistic financial solutions, presenting recommendations, and contributing to the evolution of the advice proposition and client communications.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
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 St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role