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oraclecloudinfrastructure
We are seeking a Wealth Advisor to support the growth of our Wealth Management business by collaborating with Relationship Managers to identify opportunities and deliver tailored wealth management solutions. The role involves direct client engagement, preparing recommendations using financial planning tools like Voyant, and ensuring the efficient implementation of advice. The successful candidate will work across both insured and non-insured solutions to deepen client relationships and meet their financial objectives.
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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.
oraclecloudinfrastructure didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role