Wealth Associate
schneiderdowns
About this role
A Wealth Associate at Schneider Downs supports Senior Wealth Managers in delivering high-quality financial planning services and preparing client-facing deliverables for a best-in-class client experience.
Skills
Qualifications
About schneiderdowns
schneiderdowns.comSchneider Downs & Co., Inc. is a midsize regional accounting and advisory firm (about 500–1,000 people) founded in 1956 with offices in Pittsburgh, Columbus and Washington, D.C. They provide tax, audit, accounting, SOC reporting, consulting and broader business advisory services. The firm emphasizes tailored solutions delivered by innovative thought leaders, operating under the tagline “Big Thinking. Personal Focus.” Clients rely on Schneider Downs for integrated financial, compliance and advisory support adapted to each organization’s needs.
About schneiderdowns
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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