Associate Financial Advisor
W3Global, Foster City, CA, United States
Role -
Senior Financial Advisor (Wealth Management)
Location -
Foster City, CA
Work Type -
Full Time / Hybrid
Overview
A 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 Description
Reports to: Senior Advisor Manager & Advisor Manager
Benefits: Yes
Status: Full Time/Exempt
Date: Immediate
Work environment: Hybrid (50%/month)
Job Summary
The 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 Responsibilities
Serve 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 strategies
Lead 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 goals
Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team
Mentor and develop Associate Financial Advisors to ensure high-quality client service
Client Profile
Technology professionals and executives
Founders and entrepreneurs
Households with complex equity compensation
Clients navigating liquidity events, concentrated stock, and multi-generational planning
Qualifications
5 years of client-facing advisory experience in wealth management
CFP® certification required
Experience serving high-net-worth clients and delivering comprehensive financial planning
Strong relationship management and communication skills
Ability to develop new client relationships and partner with COIs
Experience with financial planning software and CRM
Compensation
Total compensation includes base, bonus, and incentive comp
Performance-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 Benefits
Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
Flexible Spending Account/Health Savings Account
401(K) retirement plan and contributions
Comprehensive financial planning services for employees and their families
Fertility and family-building benefits
Professional Development
Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)
Professional development and ongoing advisor training
Culture & Lifestyle Perks
Paid sabbatical program for long-tenured employees
Annual company retreat where employees are invited to bring their families
Firm-sponsored volunteer events, paid volunteer time, and charitable matching
Hybrid work environment (50% in-office per month)
Company Culture And Values
CARE - we care for each other, our clients, and our community
GROW - we have an intrinsic desire to grow ourselves and our firm
DRIVE - we are fiercely driven to achieve our goals and those of our clients
#J-18808-Ljbffr
Senior Financial Advisor (Wealth Management)
Location -
Foster City, CA
Work Type -
Full Time / Hybrid
Overview
A 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 Description
Reports to: Senior Advisor Manager & Advisor Manager
Benefits: Yes
Status: Full Time/Exempt
Date: Immediate
Work environment: Hybrid (50%/month)
Job Summary
The 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 Responsibilities
Serve 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 strategies
Lead 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 goals
Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team
Mentor and develop Associate Financial Advisors to ensure high-quality client service
Client Profile
Technology professionals and executives
Founders and entrepreneurs
Households with complex equity compensation
Clients navigating liquidity events, concentrated stock, and multi-generational planning
Qualifications
5 years of client-facing advisory experience in wealth management
CFP® certification required
Experience serving high-net-worth clients and delivering comprehensive financial planning
Strong relationship management and communication skills
Ability to develop new client relationships and partner with COIs
Experience with financial planning software and CRM
Compensation
Total compensation includes base, bonus, and incentive comp
Performance-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 Benefits
Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
Flexible Spending Account/Health Savings Account
401(K) retirement plan and contributions
Comprehensive financial planning services for employees and their families
Fertility and family-building benefits
Professional Development
Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)
Professional development and ongoing advisor training
Culture & Lifestyle Perks
Paid sabbatical program for long-tenured employees
Annual company retreat where employees are invited to bring their families
Firm-sponsored volunteer events, paid volunteer time, and charitable matching
Hybrid work environment (50% in-office per month)
Company Culture And Values
CARE - we care for each other, our clients, and our community
GROW - we have an intrinsic desire to grow ourselves and our firm
DRIVE - we are fiercely driven to achieve our goals and those of our clients
#J-18808-Ljbffr