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© All Rights Reserved. ApplyBlast.com
atomos wealth
A Paraplanner at this high-performing financial planning firm supports advisers by conducting detailed research, technical analysis, and preparing compliant suitability reports. The role involves collaborating with Financial Planners to develop sophisticated financial planning strategies and ensure accurate documentation of advice recommendations. It offers the opportunity to work on complex cases while developing specialist knowledge in pensions, investments, and protection products.
Tailored financial and investment advice to help your long-term financial wellbeing by giving you control of your financial world, on your own terms.
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 atomos wealth.
atomos wealth didn’t post a salary, so this is our estimate from similar listings.