The Variable
The Wealth Management Advisor is responsible for conserving large balanced and at-risk client accounts while building relationships to help clients plan for retirement. This full-time role involves promoting financial planning, reducing surrenders, and acquiring new clients through referrals and networking. The position provides an existing book of business, access to advanced financial planning tools, and flexible work arrangements.
Headquarters
Winston-Salem, North Carolina, United States
The Variable is a strategic partner for brands ready to break conventions, redefine categories, and create work that drives real business impact.
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 The Variable.
5% above the average for this role