Associate Financial Advisor

Role - Senior Financial Advisor (Wealth Management)Location - Foster City, CAWork Type - Full Time / HybridJob DescriptionA Bay Area wealth management firm with over $3B in assets under management, serving more than 1,000 clients.Combines the personalized approach of an independent RIA with the resources of a national platform.Dedicated to helping families thrive through comprehensive financial planning, investment management, and trusted advice.Position DescriptionReports to: Senior Advisor Manager & Advisor ManagerBenefits: YesStatus: Full Time/ExemptDate: ImmediateWork environment: Hybrid (50%/month)Job SummaryThe Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.Lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.Maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships.Contribute to organic growth through client referrals, COI relationships, and partnership with the firm's Business Development team.Duties And ResponsibilitiesServe 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 strategiesLead client meetings and oversee preparation and follow-through with support from Senior Financial Advisor (Wealth Management)Collaborate with the Portfolio Management team to implement investment strategies aligned with client goalsDrive organic growth through client referrals, COI relationships, and partnership with the Business Development teamMentor and develop Associate Financial Advisors to ensure high-quality client serviceCLIENT PROFILETechnology professionals and executivesFounders and entrepreneursHouseholds with complex equity compensationClients navigating liquidity events, concentrated stock, and multi-generational planningQualifications5 years of client-facing advisory experience in wealth managementCFP® certification requiredExperience serving high-net-worth clients and delivering comprehensive financial planningStrong relationship management and communication skillsAbility to develop new client relationships and partner with COIsExperience with financial planning software and CRMCompensationTotal compensation includes base, bonus, and incentive compPerformance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics, up to 30% of base salary)Incentives tied to new assets, referrals, and business development participation (unlimited upside)Health & Financial BenefitsMedical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)Flexible Spending Account/Health Savings Account401(K) retirement plan and contributionsComprehensive financial planning services for employees and their familiesFertility and family-building benefitsPROFESSIONAL DEVELOPMENTFirm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)Professional development and ongoing advisor trainingCULTURE & LIFESTYLE PERKSPaid sabbatical program for long-tenured employeesAnnual company retreat where employees are invited to bring their familiesFirm-sponsored volunteer events, paid volunteer time, and charitable matchingHybrid work environment (50% in-office per month)Company Culture And ValuesCARE - we care for each other, our clients, and our communityGROW - we have an intrinsic desire to grow ourselves and our firmDRIVE - we are fiercely driven to achieve our goals and those of our clients