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Oriented Associate Financial Advisor
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-02-15
Listing for:
Summitry
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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