Raymond James
A Financial Planning Specialist provides expert guidance to clients and financial advisors on financial planning, retirement planning, risk management, and estate planning. The role involves conducting financial analysis, designing tailored financial plans, and educating clients on investment strategies and market factors.
N/A
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
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