Daily
“Our vision is to be earth's most customer centric company; to build a place where people can come to find and discover anything they might want to buy online.”
Founded 2020
1-15 employees
Headquarters address
San Francisco, CA
We’ll look to you to demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management. You’ll be proactively assisting a Wealth Managers to manage the growth, profitability and business mix of their portfolios.
And, you’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
Tech stack
Salesforce
Benefits
Compensation and retirement
Performance bonus
Stock Options
RSUs (Restricted Stock Units or Awards)
Pension plan
Cell phone reimbursement
Health and wellness
Insurance (Health)
Insurance (Dental)
EAP (Employee Assistance Program)
Legal assistance
Vacation and time off
Paid time off
Unlimited time off
Paternity benefits
Adoption assistance
Fertility benefits
Personal development
Management training
Internship program
Values and quality of life
Accessible via public transportation
Catered meals
Company activities
