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© All Rights Reserved. ApplyBlast.com
SWBC Investment Advisory Services, LLC
SWBC is seeking a Wealth Advisor to develop comprehensive financial plans for individuals and businesses, coordinating with client advisors to implement investment and insurance solutions. The role involves building relationships with centers of influence to generate referrals and growing the book of business through value-added services. This position requires strong organizational and communication skills to manage client portfolios and navigate regulatory requirements.
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 SWBC Investment Advisory Services, LLC.
SWBC Investment Advisory Services, LLC didn’t post a salary, so this is our estimate from similar listings.