Wealth Management Associate
claire myers consulting
About this role
A Wealth Management Associate supports the Advisory Department by building financial plans, managing client requests, and enhancing the client experience. The role involves financial planning, client engagement, and compliance with regulatory requirements.
Skills
Qualifications
About claire myers consulting
clairemyersconsulting.comClaire Myers Consulting is a business advisory that delivers turnkey solutions designed to embed repeatable processes into client operations. Their work focuses on implementing scalable workflows and playbooks so value continues to be created even after the retainer ends. By turning strategy into practical, repeatable systems, they help organizations sustain momentum and measurable results beyond the engagement.
About claire myers consulting
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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and employee contacts for claire myers consulting.
Salary
$65k – $105k
per year
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