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atomos wealth
This role supports Financial Planners in delivering high-quality financial planning services to high-net-worth clients, taking ownership of client relationships from start to finish. The position involves processing new business, managing client reviews, preparing suitability reports, and conducting comprehensive financial research. It offers significant exposure to senior planners and focuses on exceptional client service and administrative excellence.
Tailored financial and investment advice to help your long-term financial wellbeing by giving you control of your financial world, on your own terms.
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 atomos wealth.
atomos wealth didn’t post a salary, so this is our estimate from similar listings.
39% below the average for this role