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© All Rights Reserved. ApplyBlast.com
DS Advisors LLC
The Wealth Advisor at Baker Boyer is responsible for the administration, retention, and relationship management of trust, agency, estate, and retirement accounts. This role involves conducting comprehensive client assessments to develop tailored financial solutions and actively prospecting for new business opportunities. The position requires a collaborative approach to service, working closely with internal teams to meet diverse client financial goals.
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.
15% below the average for this role