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© All Rights Reserved. ApplyBlast.com
DS Advisors LLC
The Wealth Advisor at Baker Boyer manages and develops relationships with trust, agency, estate, and retirement accounts, providing comprehensive financial services to business and high net worth clients. This role involves leading fact-finding processes to understand client goals and risk profiles, then selecting and managing appropriate investment solutions. The position requires a client-centered approach to administration, retention, and growth within the DS Baker Advisors team.
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 DS Advisors LLC.