Senior Financial Advisor High-Net-Worth Clients (Hybrid)
Summitry
Summitry in Foster City is seeking a Financial Advisor to manage relationships with high-net-worth clients while delivering tailored financial planning and investment guidance. You will lead client meetings, collaborate with portfolio management, and ensure high-quality service delivery. The ideal candidate has extensive experience in financial services and is CFP Certified. The position offers a hybrid work model, competitive base salary, and significant performance-based incentives. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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