Seacoast Bank
The Wealth Management Assistant supports a Wealth Advisor by handling account maintenance, client communications, and practice management tasks. The role involves coordinating meetings, data entry, marketing support, and collaboration with internal bank partners while maintaining confidentiality and compliance.
Offering convenient personal banking & business banking solutions like checking, savings, lending, mortgages, online banking & mobile banking, and more.
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 Seacoast Bank.
Seacoast Bank didn’t post a salary, so this is our estimate from similar listings.
16% above the average for this role