8a7883d06dcbf31d016df034bce717da
Parkside Financial Bank & Trust is seeking a highly motivated Wealth Advisor to join its Trust & Family Office division, providing comprehensive wealth advisory services to affluent clients. The role involves managing client relationships, developing new business, and collaborating with in-house specialists to deliver tailored financial solutions. This position requires a minimum of 10 years of financial industry experience, including 5 years of direct client advisory experience, along with a relevant professional designation.
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
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