Wealth Advisor
FIR1040FCBNK
About this role
First County Bank is hiring a Wealth Advisor who will serve as the primary relationship manager for high-net-worth clients, providing customized wealth management solutions, strategic planning, and exceptional client service to foster long-term relationships and generate growth.
Skills
Qualifications
About FIR1040FCBNK
hrblock.comH&R Block is a tax services company that helps individuals and small businesses prepare, file, and plan taxes through a combination of in-person offices and online software. It offers do-it-yourself tax software, professional tax preparation, audit support, and tax planning to maximize refunds and ensure compliance. Serving the United States and Canada, H&R Block combines digital tools with a nationwide network of tax professionals to support households and small businesses.
About FIR1040FCBNK
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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View leadership team, funding history,
and employee contacts for FIR1040FCBNK.
Salary
$159k – $190k
per year