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© All Rights Reserved. ApplyBlast.com
Shore360
This role involves preparing Statements of Advice and Records of Advice using Xplan, conducting investment and insurance research, and performing financial modelling for clients. The position requires ensuring compliance with Australian financial planning regulations while supporting the implementation of superannuation, investment, and insurance strategies. The ideal candidate will work independently to produce presentation-ready documentation and maintain accurate client records.
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 Shore360.
Shore360 didn’t post a salary, so this is our estimate from similar listings.
50% above the average for this role