Barclays
A Senior Wealth Planner at Barclays assists clients in shaping their financial future through tailored planning and investment advice. The role involves working with clients to understand their goals and providing bespoke solutions to support their financial and lifestyle needs. It emphasizes relationship building, digital engagement, and professional growth within the bank's Mass Affluent Business.
Company Size
51-200 employees
Barclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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 Barclays.
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