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Connor, Clark & Lunn Private Capital Ltd.
The Wealth Advisor role at CC&L Private Capital involves building and managing a practice of high-net-worth clients, focusing on wealth planning and investment management tailored to their financial goals. The position requires strong business development skills, relationship building with referral partners, and providing exceptional client service. The role offers opportunities for business ownership, competitive compensation, and 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 Connor, Clark & Lunn Private Capital Ltd..
Connor, Clark & Lunn Private Capital Ltd. didn’t post a salary, so this is our estimate from similar listings.