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© All Rights Reserved. ApplyBlast.com
Truxton
The Senior Vice President, Wealth Advisor provides sophisticated wealth planning guidance to clients and serves as a valuable resource to colleagues across the Wealth Management team. This role involves managing complex client relationships, collaborating on sophisticated planning engagements, and contributing to the firm's growth by cultivating trusted relationships. The ideal candidate combines strong technical knowledge, business development acumen, and a collaborative approach to serving clients and supporting the firm's success.
Truxton offers personalized wealth management, private banking, and investment services to help individuals, families, and institutions grow and protect wealth.
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 Truxton.
Truxton didn’t post a salary, so this is our estimate from similar listings.