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Senior Financial Advisor

Reposted 4 Days AgoSaved
In-Office
Foster City, CA, USA
150K-225K
Senior level
150K-225K
Senior level
Financial Services
Senior Financial Advisors manage client relationships, provide financial planning, develop new client networks, and mentor Associate Financial Advisors.
Top Skills: AdvisorviewCRMEmoneyMS OfficeTamarac
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Summitry

Business Development Principal

Reposted 25 Days AgoSaved
In-Office
Foster City, CA, USA
150K-150K
Mid level
150K-150K
Mid level
Financial Services
The Business Development Principal will source and convert high-net-worth clients, manage referrals, and ensure a smooth client onboarding experience.
Top Skills: Microsoft OutlookMicrosoft TeamsSalesforceZoom
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