8a78826751d3645501521809b9c50bfd
J. Biance Financial is seeking a Wealth Management Advisor to deliver individualized financial plans and support clients in achieving their financial and retirement goals. The role involves building lasting client relationships, providing holistic retirement planning, and utilizing data-driven strategies to guide pre-retirees and retirees. This position requires a driven professional with strong communication skills and a commitment to ethical conduct.
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
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Right around the average for this role
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