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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 and not-for-profit organizations through business development and relationship management. The position focuses on providing tailored wealth planning and investment management services while leveraging a strong network and industry expertise. The role offers significant autonomy, coaching support, and an opportunity for share ownership within an employee-owned investment management firm.
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.