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© All Rights Reserved. ApplyBlast.com
St. James’s Place
The Senior Wealth Planner develops and delivers financial advice for Private Client cases, collaborating with Partners to address complex needs of high-net-worth individuals. This role requires technical expertise in taxation, investments, and estate planning to produce client-facing reports and support strategic financial planning. The position involves maintaining professional qualifications and working closely with service teams to implement tailored advice solutions.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
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 St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.