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© All Rights Reserved. ApplyBlast.com
Priano Solutions
The Wealth Planner role involves executing a comprehensive financial planning process that includes analysis, client deliverables, and technical investment topics. The position requires creating and maintaining financial planning documents, supporting advisory teams with client presentations, and providing value-added investment ideas. This role focuses on organizing client data and conducting due diligence to support clients with significant recurring revenue.
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 Priano Solutions.
Priano Solutions didn’t post a salary, so this is our estimate from similar listings.
19% above the average for this role