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© All Rights Reserved. ApplyBlast.com
MidFirst Bank
The Wealth Planner on MidFirst Bank's Private Wealth team delivers comprehensive financial planning for affluent clients, collaborating with Wealth Advisors, Trust Advisors, and Portfolio Managers. The role involves creating detailed financial plans, presenting them to clients, and supporting estate, tax, and succession strategies while contributing to business development and process improvement.
Experience better banking with MidFirst. Secure banking, smart mobile tools and personalized financial solutions for your future. Open an account today!
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 MidFirst Bank.
MidFirst Bank didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role