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© All Rights Reserved. ApplyBlast.com
Beacon Bank
The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The role involves processing client transactions, preparing meeting materials, and maintaining high-touch client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development.
Beacon Bank offers tailored loans, money management, checking and savings accounts for individuals and business in MA, CT, VT, NY and RI. Get started.
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 Beacon Bank.
12% above the average for this role