Leading Edge
The Financial Planning Consultant will assess clients' financial situations, develop personalized financial plans, and provide expert advice on investment, retirement, tax, and estate matters. The role involves building strong client relationships and staying current with market and regulatory developments.
Headquarters
New York, New York, United States
Leading Edge empowers Jewish organizations to better achieve their missions by improving their culture and leadership. We support organizations in becoming better places to work so that they can recruit great people, keep them wanting to stay there, and develop their skills even further. We also help executives and boards lead more effectively.
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 Leading Edge.
Leading Edge didn’t post a salary, so this is our estimate from similar listings.
50% above the average for this role