J2T Recruiting
The Private Wealth Advisor manages and services existing high-net-worth client relationships while partnering with senior leadership to deliver holistic wealth management solutions. This role involves participating in financial planning, investment strategy, client service, and business development initiatives within a collaborative team environment. The position offers long-term growth opportunities for a motivated advisor looking to make an immediate impact.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
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 J2T Recruiting.
J2T Recruiting didn’t post a salary, so this is our estimate from similar listings.
71% above the average for this role