Senior Financial Advisor (Foster City)

Summitry•Foster City, CA

1d•$150,000 - $225,000•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

5 years of client-facing advisory experience in wealth management
CFP® certification required
Experience serving high-net-worth clients and delivering comprehensive financial planning
Strong relationship management and communication skills
Ability to develop new client relationships and partner with COIs
Experience with financial planning software and CRM

Nice To Haves

Clients include technology professionals and executives, founders and entrepreneurs, households with complex equity compensation, and clients navigating liquidity events, concentrated stock, and multi-generational planning.

Responsibilities

Serve as the primary advisor and trusted partner to high-net-worth client families (typically $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 with support from Associate Financial Advisors
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
Mentor and develop Associate Financial Advisors to ensure high-quality client service

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®, CFA®, etc.)
Professional development and ongoing advisor 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