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© All Rights Reserved. ApplyBlast.com
Bank of the Bluegrass
The Senior Wealth Management & Trust Advisor partners with high-net worth clients to identify financial goals and provide strategic investment advice. This role involves growing the client portfolio, administering accounts, and ensuring compliance with all relevant regulations. The advisor acts as a trusted partner, fostering relationships and collaborating with internal teams to support the bank's mission.
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 Bank of the Bluegrass.
Bank of the Bluegrass didn’t post a salary, so this is our estimate from similar listings.
23% below the average for this role