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oraclecloudinfrastructure
The Wealth Planner role involves managing high-value client relationships and delivering comprehensive financial advice, including pensions and tax strategies, to meet client goals. The position requires actively developing new business, ensuring compliant and profitable client engagements, and collaborating with portfolio managers and marketing teams. This role demands strong analytical and communication skills to interpret client needs and present complex financial matters clearly.
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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 oraclecloudinfrastructure.
oraclecloudinfrastructure didn’t post a salary, so this is our estimate from similar listings.