Modern Wealth Management
Provides personalized financial planning and investment management services.
Company facts
- Founded
- 2023
- Employees
- 200
- Headquarters
- United States
- Type
- Private
- Funding
- Corporate Round · $200M · 2023
- Subsidiaries
- Wade Financial Advisory, Petso Financial Consultants, Planned Asset Management
Open positions
Payroll Accounting Analyst
Payroll Accounting Analyst Reports To: Payroll Manager Job Overview The Payroll Accounting Analyst is responsible for accurately processing multi-state payrolls and ensuring payroll-related accounting activities are…
Executive Assistant
Job Title Executive Assistant Location Monterey, CA Reports To Chief of Staff Job Overview The Executive Assistant provides high-level administrative, operational, and strategic support to senior executives, ensuring…
Relationship Manager
Job Title: Relationship Manager Department / Team: Growth Reports To: Managing Director Job Overview: The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow…
Operations Manager
Job Title: Operations Manager Location: Campbell, CA Job Overview: The Operations Manager supports the Campbell office’s advisors by ensuring the smooth execution of daily trading-related workflows, account monitoring,…