Senior Financial Advisor
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Summitry, a Bay Area wealth management firm, seeks a Senior or Financial Advisor to own relationships with high-net-worth clients and deliver integrated financial planning and investment guidance. The role leads client meetings, coordinates with tax, estate planning, and portfolio teams, and supports growth through referrals and COIs. Hybrid work involves in-office and remote collaboration with a focus on exceptional client service. #J-18808-Ljbffr JobScore
Vacancy posted 2 days ago
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