8a3b93ee4a328d30014a40d461db14a5
The Senior Wealth Advisor at HORAN Wealth provides personalized financial guidance and holistic wealth management to individuals, families, and institutions. This role focuses on building meaningful client relationships, managing investment portfolios, and developing comprehensive financial plans to help clients achieve their long-term goals. The position offers the autonomy to manage a book of business while being supported by a collaborative team and robust operational resources.
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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8a3b93ee4a328d30014a40d461db14a5 didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role