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© All Rights Reserved. ApplyBlast.com
Brodard Search
A Senior Wealth Manager is responsible for developing a private client base by leveraging the firm's high-quality services and investment solutions to add value to their own network. The role involves actively managing portfolios, providing investment insights, and guiding clients and prospects toward tailored wealth management strategies that align with their personal goals and constraints. Success in this position requires a strong professional network, impeccable ethics, and a proactive, entrepreneurial mindset.
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 Brodard Search.
Brodard Search didn’t post a salary, so this is our estimate from similar listings.