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Hybrid Senior Financial Advisor: HNW
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-01-16
Listing for:
Summitry, LLC.
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A Bay Area wealth management firm is seeking a Senior Financial Advisor to manage and cultivate client relationships while providing comprehensive financial planning. The ideal candidate will have 5-7 years of experience in the financial services industry, excellent interpersonal skills, and a Bachelor's degree.
This role offers a hybrid work environment, competitive compensation of $150-225K, and a company profit-sharing plan. Join a collaborative team dedicated to helping clients thrive in the Bay Area.
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Position Requirements
10+ Years
work experience
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