Senior Financial Advisor — Private Wealth ; Hybrid
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-03-12
Listing for:
Summitry
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A wealth management firm in California is seeking a Senior Financial Advisor to manage client relationships and implement comprehensive financial strategies. The ideal candidate has 5-7 years in financial services, excels in communication and relationship management, and holds a CFP certification. Responsibilities include mentoring junior advisors and developing new client relationships. This position offers a competitive salary range of $150-225K, along with bonuses and incentives based on performance.
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Position Requirements
10+ Years
work experience
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