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© All Rights Reserved. ApplyBlast.com
AdvisorBusiness
The Wealth Advisor CFP role focuses on building relationships with ultra-high-net-worth clients and creating complex financial plans within a boutique RIA managing over $800 million in assets. The position involves proactive communication, customized financial planning, and collaboration with investment and planning teams to deliver white-glove service. This full-time hybrid role requires a personable professional with strong financial planning competency and a values-based firm culture.
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 AdvisorBusiness.
37% above the average for this role