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1150349P
The Senior Wealth Advisor at ATB Wealth acts as an entrepreneurial financial architect, crafting legacies and integrated advice for clients by bridging their unique dreams with the institution's internal expertise. This role focuses on building genuine, lasting connections and delivering personalized financial strategies that adapt to evolving client needs. The position requires a proactive approach to client relationship management and cross-functional collaboration to ensure seamless operational execution and deep trust.
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 1150349P.
1150349P didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role