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Associate Financial Advisor (Foster City)
Job
Summitry
Foster City, CA (In Person)
$100,000 Salary, Full-Time
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Job Description
Associate Financial Advisor (Foster City) Summitry Foster City, CA Job Details Full-time $85,000 - $115,000 a year 3 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Financial planning services Vision insurance Sabbatical Qualifications Financial planning software Customer relationship building Financial plan development Documentation tools Bachelor's degree Financial services Productivity software Technical Proficiency Full Job Description 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.