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© All Rights Reserved. ApplyBlast.com
URGENT
The Senior Wealth Advisor plays a foundational role in shaping the future of wealth management through a fintech lens, managing high net worth client relationships and portfolios while cultivating new prospective clients. This high-impact position involves collaborating with Product Development and M&A teams to refine the advisor technology platform, recruiting top wealth managers, and training new staff. The role requires active wealth management in a dynamic environment to drive business growth and technological innovation.
URGENT, Inc. is a 501 (c) (3) Miami, FL based youth and community development organization dedicated to empowering young minds to transform their communities. .
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 URGENT.
URGENT didn’t post a salary, so this is our estimate from similar listings.
28% above the average for this role