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© All Rights Reserved. ApplyBlast.com
8a7883d0676d10a101678af3cfa7307d
The TRB Trust & Wealth Management Senior Advisor in the Dallas Metroplex will design, implement, and monitor long-term investment portfolios for clients. This role serves as the primary point of contact for wealth management clients across North Texas, collaborating with bankers and team members to build relationships and support client financial planning. The position requires a proactive professional with extensive experience in asset management to drive business growth and deliver effective investment strategies.
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 8a7883d0676d10a101678af3cfa7307d.
8a7883d0676d10a101678af3cfa7307d didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role