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oraclecloudinfrastructure
The Wealth Advisor supports the growth of the Wealth Management business by collaborating with Relationship Managers to identify opportunities and deepen client relationships. The role involves delivering tailored wealth management solutions across retirement planning, investments, savings, and protection, utilizing financial planning tools like Voyant. The position requires direct client engagement, preparation of recommendations, and coordination with product providers and internal teams for efficient service delivery.
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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.