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© All Rights Reserved. ApplyBlast.com
OneDegree Advisors
One Degree Advisors is seeking a Senior Financial Advisor to lead premier client relationships and oversee advisory team members. The role involves managing wealth advising, investment discussions, and complex planning scenarios while providing mentorship to staff. This position requires a collaborative approach to client service and firm development.
Headquarters
San Diego, California, United States
Company Size
1-10 employees
Founded
2001
OneDegree Advisors is a financial advisory firm that provides investment banking and strategic advisory services, particularly to clients in the insurance and financial services sectors. Its work appears to focus on M&A, capital raising, and related corporate finance transactions.
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 OneDegree Advisors.
128% above the average for this role