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Connor, Clark & Lunn Private Capital Ltd.
The Wealth Advisor, Employee Accounts role at CC&L Private Capital involves managing an established book of employee clients and cultivating relationships within Connor, Clark Financial Group and its affiliates. The position focuses on delivering exceptional client service, providing investment planning and portfolio management, and proactively identifying new business opportunities through referrals and networking. This client-facing role offers mentorship and support for professional growth in a high-growth 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 Connor, Clark & Lunn Private Capital Ltd..
Right around the average for this role