Associate Financial Advisor; Foster

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.

• Reports to:
  
  Tyler Patterson, Financial Advisor & Associate Manager
• Benefits:
  Yes
• Date:
  Immediately
• Status:
  Full Time/Exempt
• Work environment:
  Hybrid (50%/month)

The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor.

This role owns a segment of client relationships (typically