CC&L Private Capital
CC&L Private Capital is seeking a Wealth Advisor to build and manage a practice serving high-net-worth individuals and not-for-profit organizations. The role involves business development, client relationship management, and providing tailored wealth planning and investment advice. The position offers share ownership opportunities, competitive compensation, and comprehensive career-long coaching support.
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 CC&L Private Capital.
CC&L Private Capital didn’t post a salary, so this is our estimate from similar listings.