Clearstead
The Managing Director, Wealth Advisor serves as a senior relationship manager within the firm's Private Client Services business, supporting the growth of the Seattle market. This role involves advising high-net-worth and ultra-high-net-worth individuals and families, coordinating integrated advice across various financial disciplines, and fostering strong client relationships. The position requires collaboration with senior leadership and multidisciplinary teams to deliver exceptional client experiences and drive organic growth.
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
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