Wealth Advisor
Regal Securities, Inc.
About this role
A Wealth Advisor at Regal Securities, Inc. assists clients in creating and implementing comprehensive financial strategies. The role focuses on growing and maintaining client relationships, meeting regulatory requirements, and continuously enhancing expertise in financial products and markets. It offers opportunities for career advancement and revenue sharing, with a focus on service excellence and client trust.
Skills
Qualifications
About Regal Securities, Inc.
regalsecurities.comRegal Securities is a financial services firm that provides securities brokerage and investment-related services to individual and institutional clients. Built around a commitment to service, it emphasizes personalized support, transparent execution, and regulatory compliance. Regal positions itself as a dependable partner for clients seeking tailored portfolio solutions, trade execution, and access to capital markets.
About Regal Securities, Inc.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$108k – $146k
per year