ebs Recruiters
The Senior Financial Planner delivers personalized financial planning and exceptional client service to help clients achieve long-term financial goals. This role involves partnering with clients and advisors to develop customized financial plans, manage ongoing relationships, and provide a high-touch, consultative experience. The position requires a relationship-driven professional to navigate complex financial decisions and maintain accurate records.
Welcome to EBS Recruiters, your trusted partner in connecting top talent with leading organizations.
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
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