Senior Financial Advisor/Financial Advisor, Summitry - Foster City

Aspen Standard Wealth • Foster City, CA

1d • Hybrid

About The Position

As a Financial Advisor, you'll serve as the primary advisor and trusted partner to high-net-worth client families, delivering comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies. You'll lead client meetings, oversee preparation and follow-through, and collaborate with the Portfolio Management team to implement investment strategies aligned with client goals. You'll drive organic growth through client referrals, COI relationships, and partnership with the Business Development team members, while integrating into the firm's planning process, tech stack, and investment philosophy. Above all, the role demands a fiduciary mindset — someone who consistently chooses what's right for the client, across the full wealth management spectrum.

This role is based in Foster City, CA with partner firm Summitry. You will be expected to be fully onsite for the first 30 days then transition to 50% in office per month.

Requirements

• 3-7 years in wealth management or financial advisory
• CFP designation required (or completed coursework toward CFP); additional certs a plus: ChFC, CFA, PFS, CPWA, CPA. Series 65 or 66 required. Clean U-4.
• Book size: 100–120 client households
• Client segment: HNWI & UHNWI and Families throughout the Bay Area.
• Technology professionals and executives
• Founders and entrepreneurs
• Households with complex equity compensation
• Clients navigating liquidity events, concentrated stock, and multi-generational planning
• Comprehensive planning across investments, tax, estate, insurance, and retirement — not a single-product background.

Responsibilities

• Serve as the primary advisor and trusted partner to high-net-worth client families (typically $1-5M+ in AUM)
• Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies
• Lead client meetings and oversee preparation and follow-through
• Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals
• Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team

Benefits

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) with employer contributions
• Commuter Benefits
• 401(k) Plan with a 4% employer match
• Unlimited Paid Time Off (PTO)
• Life Insurance Coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed