J2T Recruiting
A Financial Planner at a comprehensive financial planning firm supports a Lead Financial Advisor in helping clients achieve long-term financial success, with a growth path to directly leading client relationships. The role involves preparing financial plans, managing client onboarding, and resolving service issues while maintaining strong client interactions. This position requires collaboration with the financial planning team and adherence to compliance activities.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
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 J2T Recruiting.
27% above the average for this role