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© All Rights Reserved. ApplyBlast.com
8a78826751d3645501521809b9c50bfd
E.A Buck Financial Services in Pleasanton, CA is seeking a Lead Financial Advisor to build long-term client relationships and provide superior financial planning and service. The role involves meeting with company leads from various marketing channels and existing clients to develop customized financial plans and onboard new business. The ideal candidate will be driven, self-motivated, and focused on converting sales opportunities into profitability while maintaining a client-first approach.
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 8a78826751d3645501521809b9c50bfd.
14% above the average for this role