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© All Rights Reserved. ApplyBlast.com
INB
INB Wealth is seeking an Investment Advisor Representative to deepen relationships with existing clients and drive business development through referrals, marketing events, and proactive prospect outreach. The role involves providing ongoing, face-to-face financial advice and managing complex investment portfolios to help clients achieve their financial goals. This position offers a supportive sales environment with tools and resources designed for customized, client-focused solutions.
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 INB.
48% below the average for this role