About this role
Financial Advisor at Summitry. Location: Foster City, California, United States. Role: lead meetings, advise clients, coordinate teams Requirements: 3+ years in financial services with relationship management and business development; CFP or 7 years in lead-advisor role with planning and development experience; experience serving high-net-worth clients; strong communication; ability to develop new client relationships; experience with planning software and CRM. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial Planning Software, Portfolio Management Software Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English