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1150349P
ATB is seeking a Senior Wealth Advisor to craft legacies and manage client financial futures by delivering tailored financial strategies and complex investment solutions. The role involves proactive client relationship management, cross-functional collaboration, and building deep, long-term trust through personalized advice. This position requires an entrepreneurial spirit with a proven track record in developing a book of business within the financial services industry.
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.
4% above the average for this role