Associate Financial Advisor (Foster City)

Summitry•Foster City, CA

1d•Hybrid

About The Position

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.

Requirements

Series 65 or CFP® (or on path to obtain)
2+ years in financial services (advisory, planning, or relationship management)
Experience working with financial planning tools (eMoney preferred)
Strong communication and relationship-building skills
High attention to detail and strong follow-through
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office; Salesforce/AdvisorView a plus
Bachelor’s degree required
Must be authorized to work in the U.S. without sponsorship.

Responsibilities

Manage and retain a book of clients (generally <$1M AUM)
Serve as primary point of contact for client needs, planning, and service
Deliver a high-quality, consistent client experience across meetings and touchpoints
Maintain accurate and timely documentation in CRM and planning tools
Identify opportunities to deepen relationships through additional assets
Generate referrals from existing clients through strong relationship management
Contribute to the BD proposal process (build initial plan after prospect meeting)
Update and maintain financial plans (eMoney or similar)
Support development of new plans and recommendations alongside Financial Advisors
Conduct planning-related analyses (e.g., RSUs, tax planning via Holistiplan)
Participate in client meetings with increasing ownership over time
Prepare meeting materials (agendas, presentations, planning updates)
Execute post-meeting follow-ups, documentation, and coordination (e.g., estate partners)
Track and manage tasks, workflows, and client deliverables
Participate in structured training, mentorship, and continuing education
Progress toward CFP® (if not already obtained)
Build capabilities required to transition into a Financial Advisor role

Benefits

Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
Flexible Spending Account/Health Savings Account
401(K) retirement plan and contributions
Comprehensive financial planning services for employees and their families
Fertility and family-building benefits
Firm sponsorship for certifications, designations, and continuing education (CFP®, etc.)
Professional development and ongoing advisor associate training
Paid sabbatical program for long-tenured employees
Annual company retreat where employees are invited to bring their families
Firm-sponsored volunteer events, paid volunteer time, and charitable matching