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© All Rights Reserved. ApplyBlast.com
Redirecting...
The Senior Wealth Advisor delivers comprehensive wealth management solutions, builds business through client attraction and retention, and serves as a relationship manager for client agency and trust accounts. The role also involves developing investment strategies, managing a large book of business, and may include providing retirement plan solutions and acting as a registered Financial Consultant.
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 Redirecting....
7% above the average for this role