Wealth Planner
jmfinn
About this role
The Wealth Planner provides financial planning advice to clients, focusing on retirement and estate planning. They ensure high-quality service, collaborate with investment managers, and maintain technical industry knowledge.
Skills
Qualifications
About jmfinn
jmfinn.comJM Finn is a UK-based wealth management firm with offices across the country, providing investment, portfolio management and private client services. The firm delivers tailored, scalable solutions—including discretionary portfolio management and personalised financial advice—to help individuals, families, trustees and charities pursue secure, long-term growth. JM Finn emphasizes close client relationships, experienced wealth managers and a client-focused approach to risk management, reporting and estate planning.
About jmfinn
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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View leadership team, funding history,
and employee contacts for jmfinn.
Salary
$12k – $16k
per year