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© All Rights Reserved. ApplyBlast.com
HCGN
The Wealth Advisor role at Citizens involves developing a high-quality wealth management practice by conducting thorough discoveries to understand client goals and constructing tailored financial plans. This branch-based position emphasizes a collaborative environment focused on client interests and team growth, requiring proactive outreach to uncover prospective opportunities. The role entails enhancing relationships with key partners and utilizing internal specialists to deliver comprehensive services including financial planning and investment management.
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 HCGN.