About this role
Associate Financial Advisor (Foster City) at Summitry. Location: Foster City or California. Role: managing relationships, developing plans, generating referrals Requirements: Series 65 or CFP (or on path), 2+ years in financial services, Bachelor's degree, eMoney experience preferred, proficiency in Microsoft Office, Salesforce/AdvisorView a plus, strong communication and relationship skills, U.S. work authorization required. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Holistiplan, Microsoft Office, Salesforce, AdvisorView Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English