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Lead Advisor High-Net-Worth Financial Planning
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-06-18
Listing for:
Summitry
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Summitry in Foster City, CA is seeking a Financial Advisor who will serve as the primary relationship owner for high-net-worth clients. This role requires leading client meetings and collaborating on personalized investment strategies.
Qualified candidates will have a minimum of 3 years of experience in the financial services industry, with strong relationship management skills. The position offers a competitive salary, bonuses based on performance, and a supportive hybrid work environment.
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