Finanzberater (w/m/d)
getquin
About this role
A Financial Advisor at getquin helps customers with digital wealth management and investment strategies, building long-term trust through proactive communication and personalized financial planning.
Skills
Qualifications
About getquin
getquin.comgetquin is an AI-driven wealth and portfolio tracking platform that helps investors effortlessly monitor net worth, holdings, dividends, and portfolio performance across accounts. The product aggregates positions, provides performance analytics, dividend tracking and personalized financial insights and alerts to help you make informed decisions. It also includes community and goal-tracking features aimed at simplifying investment oversight for DIY investors and savers.
About getquin
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
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