About this role
Senior Financial Advisor (Foster City) at Summitry. Location: Foster City, California, United States. Role: serving clients, leading meetings, mentoring advisors Requirements: CFP required, 5+ years client-facing wealth management experience serving high-net-worth clients; strong relationship, communication, and planning skills; experience with financial planning software and CRM. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English