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© All Rights Reserved. ApplyBlast.com
Geometric Wealth Advisors
Geometric is seeking an Operations Specialist to manage all operational and administrative aspects of client relationships for a fast-growing independent wealth management firm. The role involves owning complex onboarding workflows, maintaining client records in CRM software, coordinating with custodians, and supporting the portfolio database. This position serves as a critical support function for Financial Planners and Wealth Advisors, with potential career paths into senior operations or paraplanning.
Headquarters
Washington, District Of Columbia, United States
Company Size
11-50 employees
Founded
2015
Geometric Wealth Advisors provides investment management & financial planning to mid-career professionals. We are fee-only financial advisors and Certified Financial Planners located in Washington, D.C..
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 Geometric Wealth Advisors.
4% above the average for this role