Financial Planning Associate
OneDigital
About this role
A Financial Advisor at OneDigital helps clients achieve their financial goals through tailored advice, client relationship management, and business development efforts. The role involves financial analysis, wealth management strategies, and supporting client needs through education and ongoing service.
Skills
Qualifications
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
Recent company news
401k SpecialistOneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
24 hours ago
Business WireThe Standard and OneDigital Expand Secure Future PEP Nationally
2 days ago
PR NewswireOneDigital Welcomes Strategic Investment from Stone Point Capital and CPP Investments
Sep 19, 2025
The Business JournalsCo-founder of $7 billion company refocuses on WNY
Oct 28, 2025
AJC.comMeet the Atlanta firm that just got a $2.3 billion investment
Sep 22, 2025
About OneDigital
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for OneDigital.
Salary
$75k – $85k
per year
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