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© All Rights Reserved. ApplyBlast.com
Stride BankNA
The Wealth Advisor fosters new and existing client relationships by providing high-level customer service and proactively identifying strategic investment opportunities. This role involves driving financial planning by gathering and analyzing data to create robust financial plans that meet clients' financial goals. The position requires acting as a fiduciary, ensuring client satisfaction, and leveraging knowledge of internal systems to drive business objectives.
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
View leadership team, funding history,
and employee contacts for Stride BankNA.
Stride BankNA didn’t post a salary, so this is our estimate from similar listings.