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© All Rights Reserved. ApplyBlast.com
Oracle
The Wealth Planning Specialist provides comprehensive financial planning advice to high-value members across assigned credit union branches, developing recommendations aligned with their goals and life-cycle needs. The role involves identifying opportunities to deepen member relationships, consolidate assets, and connect members with appropriate advisors for ongoing support. This position focuses on business development, sales strategy, risk management, and leadership to strengthen wealth capabilities across branches.
Oracle Corporation is a multinational technology company that builds enterprise software, cloud infrastructure, and engineered systems for large organizations. Best known for the Oracle Database, the company also offers a broad portfolio of enterprise applications (ERP, HCM, CX), analytics, middleware, Java, and hardware, plus Oracle Cloud Infrastructure (OCI) with SaaS, PaaS, and IaaS services. Oracle supports customers through consulting, managed services, and global technical support to migrate and modernize mission‑critical systems. Enterprises choose Oracle for its integrated stack, scalable performance, and enterprise‑grade security and reliability.
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 Oracle.
62% below the average for this role
Wealth Planning Specialist
TRU-VOLUTE
Wealth Planning Specialist
TRU-VOLUTE
Wealth Planning Specialist
TRU-VOLUTE
Wealth Planning Specialist
TRU-VOLUTE
Wealth Planning Specialist
TRU-VOLUTE
Financial Advisor, Investment & Retirement Planning Associate - Balmoral & Hewitson St. Thunder Bay
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