Growth‑Oriented 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

Flexible Spending Account/Health Savings Account

Educational stipend

401K plan

Semi-annual bonus

Job summary

A Bay Area wealth management firm is seeking an Associate Financial Advisor (AFA) to lead client relationships and support financial advisory services. The ideal candidate will have a minimum of 2 years in financial services, strong communication skills, and proficiency in financial planning tools. This role offers a hybrid work environment and a salary range of $85K to $115K plus bonuses. The firm values care, growth, and drive in its mission to help families thrive in the Bay Area.

Qualifications

• Minimum 2 years of experience in financial services with relationship management.
• Must have Series 65 or CFP certification.
• Experience with financial planning tools required.

Responsibilities

• Lead client relationships and provide comprehensive client experience.
• Update financial plans for existing clients and strategize new plans.
• Prepare client meeting agendas and assist financial advisors in meetings.

Skills

Interpersonal skills

Critical thinking

Detail-oriented

Organized

Communication

Education

Bachelor's degree

Tools

eMoney

MS Office

Salesforce CRM

AdvisorView

Job description

A Bay Area wealth management firm is seeking an Associate Financial Advisor (AFA) to lead client relationships and support financial advisory services. The ideal candidate will have a minimum of 2 years in financial services, strong communication skills, and proficiency in financial planning tools. This role offers a hybrid work environment and a salary range of $85K to $115K plus bonuses. The firm values care, growth, and drive in its mission to help families thrive in the Bay Area.