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© All Rights Reserved. ApplyBlast.com
HCGN
The Wealth Advisor role at Citizens involves conducting thorough client discoveries to understand short- and long-term financial goals, then constructing tailored financial plans to meet those objectives. This branch-based position emphasizes a collaborative environment focused on client interests and team growth, requiring proactive outreach and partnership development to identify new opportunities. The role utilizes internal specialists to deliver comprehensive services including financial planning, investment management, insurance, and estate planning.
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.