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Financial Advisor Wealth Management

Senior Financial Advisor — Bay Area Wealth Management

Job in Foster City, San Mateo County, California, 94420, USA
Listing for: Summitry, LLC.
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 225000 USD Yearly USD 150000.00 225000.00 YEAR
Job Description & How to Apply Below
A Bay Area-based wealth management firm is seeking a Financial Advisor to manage client relationships and develop new business opportunities. The ideal candidate will possess excellent communication and organizational skills, along with a strong background in relationship management and financial planning. This full-time role offers a hybrid work environment with a competitive salary range of $150-225K plus bonuses, and is aimed at those with at least 3-5 years of experience in the financial services industry.
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Position Requirements
10+ Years work experience
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