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© All Rights Reserved. ApplyBlast.com
HCGN
The Wealth Advisor at Citizens helps individuals and families achieve their financial goals by conducting thorough discoveries and constructing tailored financial plans. This branch-based role emphasizes a collaborative environment focused on client interests and team growth, working with business partners to identify prospective opportunities. The position involves proactive outreach, relationship management, and utilizing internal specialists to deliver comprehensive wealth management services.
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.
107% above the average for this role