Wealth Advisor
SWBC
About this role
SWBC is seeking a highly motivated financial advisor to develop personalized wealth management plans for high-net-worth clients. The role involves client relationship building, financial assessments, investment evaluation, and compliance adherence, with opportunities for career growth and professional development.
Skills
Qualifications
About SWBC
swbc.comSWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.
Recent company news
citybizSWBC Appoints Angelica Palm as New Chief Marketing Officer
5 hours ago
standard-journal.comSWBC Announces Angelica Palm as New Chief Marketing Officer
8 hours ago
bdtonline.comSWBC Announces Angelica Palm as New Chief Marketing Officer
8 hours ago
Business WireSWBC Leader Appointed Vice President of AEM San Antonio for 2026
3 weeks ago
The Business JournalsSWBC executive elected to lead cross-border business group
3 weeks ago
About SWBC
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for SWBC.
Salary
$75k – $95k
per year