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© All Rights Reserved. ApplyBlast.com
aldrich.com
A Financial Planner at Aldrich Wealth analyzes complex financial data to create and present comprehensive financial plans to clients. This role involves gathering client information, developing tailored strategies, and collaborating with advisors to deliver holistic wealth management solutions. The position focuses on technical expertise and client interaction without owning client relationships or a book of business.
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 aldrich.com.
9% above the average for this role