Wealth Advisor
Ballentine Partners
About this role
A Wealth Advisor at Ballentine Partners provides investment and financial planning advice to high-net-worth clients, manages portfolios, and ensures compliance with investment policies.
Skills
Qualifications
About Ballentine Partners
ballentinepartners.comBallentine Partners is an independent wealth management firm dedicated to serving clients at inflection points of wealth. They provide tailored investment management, comprehensive financial planning, and strategic advice to individuals, families, and institutions navigating major wealth transitions. As an independent advisor, Ballentine emphasizes customized solutions, long-term relationships, and objective guidance to align financial decisions with clients’ goals.
About Ballentine Partners
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 Ballentine Partners.
Salary
$100k
per year