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Summitry

Director of Operations

Reposted 11 Days AgoSaved
In-Office
Foster City, CA, USA
160K-200K Annually
Senior level
160K-200K Annually
Senior level
Financial Services
The Director of Operations will drive operational excellence, streamline processes, and lead high-performing teams to enhance client experience at Summitry.
Top Skills: Reporting ToolsSalesforce
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Summitry

Senior Financial Advisor

Reposted 12 Days AgoSaved
In-Office
Foster City, CA, USA
150K-225K Annually
Senior level
150K-225K Annually
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
Summitry Logo
Summitry

Financial Advisor

13 Days AgoSaved
In-Office
Foster City, CA, USA
150K-225K Annually
Mid level
150K-225K Annually
Mid level
Financial Services
Financial Advisors manage client relationships, develop financial plans, and mentor Associate Financial Advisors while driving growth through client and COI relationships.
Top Skills: AdvisorviewCrm SoftwareEmoneyMS OfficeTamarac
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