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© All Rights Reserved. ApplyBlast.com
aldrich.com
Aldrich Wealth is seeking an analytical Financial Planner to join their team in Lake Oswego, OR. This role focuses on analyzing complex financial data, creating comprehensive financial plans, and presenting recommendations to clients. The position involves meaningful client interaction and collaboration with advisors, 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