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Senior Wealth Advisor HNW Clients | Hybrid
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-06-25
Listing for:
Summitry
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Summitry, a leading wealth management firm in Foster City, California, is seeking a Senior Financial Advisor to serve as the primary relationship owner for high-net-worth clients. This role requires delivering integrated financial planning and investment guidance while managing existing client relationships and fostering organic growth through referrals.
The ideal candidate will have at least 5 years of client-facing experience in wealth management, possess a CFP® certification, and demonstrate excellent communication and relationship management skills. Summitry offers a hybrid work environment and comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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