Client-Facing Associate Financial Advisor

Summitry; Foster City (CA); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(K) retirement plan

Paid sabbatical program

Firm-sponsored volunteer events

Flexible Spending Account

Job summary

Summitry in Foster City is seeking an Associate Financial Advisor (AFA) responsible for managing client relationships and building essential advisory skills. This role engages with clients worth typically <$1M AUM, ensuring a high-quality client experience and supporting Financial Advisors on complex cases.

The ideal candidate will have a Bachelor's degree, 2+ years in financial services, and strong communication skills. Summitry offers a hybrid work model alongside comprehensive benefits and professional development opportunities.

Qualifications

• 2+ years in financial services (advisory, planning, or relationship management).
• Experience working with financial planning tools like eMoney preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage and retain a book of clients (generally <$1M AUM).
• Serve as primary point of contact for client needs.
• Update and maintain financial plans and conduct planning analyses.

Skills

Strong communication

Relationship-building

Attention to detail

Financial planning tools (eMoney)

Microsoft Office proficiency

Education

Bachelor’s degree

Series 65 or CFP (on path to obtain)

Tools

Salesforce/AdvisorView

Job description

Summitry in Foster City is seeking an Associate Financial Advisor (AFA) responsible for managing client relationships and building essential advisory skills. This role engages with clients worth typically <$1M AUM, ensuring a high-quality client experience and supporting Financial Advisors on complex cases.

The ideal candidate will have a Bachelor's degree, 2+ years in financial services, and strong communication skills. Summitry offers a hybrid work model alongside comprehensive benefits and professional development opportunities.