Senior Financial Advisor – Hybrid, HNW Planning

Posted yesterday

jobscoreBrooklyn (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

Apply

About the role

Summitry, a Bay Area wealth management firm, seeks a Senior or Financial Advisor to own relationships with high-net-worth clients and deliver integrated financial planning and investment guidance. The role leads client meetings, coordinates with tax, estate planning, and portfolio teams, and supports growth through referrals and COIs. Hybrid work involves in-office and remote collaboration with a focus on exceptional client service.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.