Wealth Planner
Barclays
About this role
A Wealth Planner at Barclays plays a key role in helping clients shape their financial future through tailored planning and investment advice. The position involves building lasting relationships, understanding clients' goals, and providing bespoke solutions that support their financial and lifestyle needs. It offers an opportunity to grow within a supportive, innovative environment using digital tools and market insights.
Skills
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
Recent company news
Yahoo Finance UKAre Barclays shares really 50% cheaper than HSBC right now?
8 hours ago
Barclays Investment BankKey takeaways from Global Healthcare Conference | Barclays IB
24 hours ago
The Globe and MailMcKesson (MCK) Receives a Buy from Barclays
8 hours ago
MSNBarclays keeps overweight on Marex Group plc (MRX) despite volatility concerns
16 hours ago
TipRanksBarclays Discloses Share Dealings by Investment Banking Co-Head
21 hours ago
About Barclays
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Barclays.
Salary
$123k – $164k
per year