About this role
Financial Advisor (Pasadena) at Summitry. Location: Pasadena, California, United States. Role: serving clients, building plans, driving growth Requirements: Minimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor experience; experience serving high-net-worth clients; proficiency with eMoney and CRM; strong communication skills. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, CRM Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English