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oraclecloudinfrastructure
The Wealth Advisor role at Citizens involves developing a personalized wealth management practice and building relationships with key partners to drive client introductions. This branch-based position requires proactive outreach to promote wealth management capabilities and grow existing client relationships through partnership referrals. The role focuses on tailoring financial planning services to meet client needs while collaborating with internal specialists.
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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 oraclecloudinfrastructure.