Members report that finding career opportunities and hiring outstanding talent are significant benefits of getting involved in the FPA of the East Bay. In addition to our regular networking events, this Job Board provides a way for members to connect with each other about specific career or hiring opportunities. If you are a member and would like to submit a career opportunity, please Click Here.
A note for job seekers: If you are looking for a position, contact our Director of Career Development with a description of the type of position you are seeking and a copy your resume.
The Associate Advisor role serves as a foundational pillar of the advisory team, partnering closely with Senior Advisors to deliver a high-touch, detail-driven client experience while building the skills, confidence, and judgment needed to independently manage client relationships over time.
Location: San Ramon
Employment Type (e.g., Full-Time, Part-Time, Contract): Full- Time
Salary Range: 75k-95k + bonus
Responsibilities:
You will be deeply involved across the full lifecycle of client service and financial planning execution—preparing for client meetings, gathering and analyzing data, drafting financial plans, implementing recommendations, and ensuring timely follow-through on action items to ensure clients feel supported and confident in their relationship with Summit.
In close collaboration with Client Services, Operations, and Compliance, you’ll help drive accuracy, efficiency, and a seamless client experience. With structured coaching and mentorship, this role is designed for someone eager to learn, motivated by long-term career growth in wealth management, and interested in exploring a range of future paths, whether that means taking on greater responsibility within the firm, pursuing long-term partnership opportunities, or ultimately building and leading a practice of your own.
Requirements:
Bachelor’s degree or equivalent experience required
Series 7 and 66 (or 63 and 65 in lieu of 66) or earned within 180 days*
CA Insurance License or earned within 120 days
Experience leveraging a CRM system
Experience with Financial Planning software is preferred: e-Money, Right Capital, Money Guide Pro etc.
Microsoft 365 experience is desirable.
Preferred Qualifications: Bachelor’s degree or equivalent experience required
Series 7 and 66 (or 63 and 65 in lieu of 66) or earned within 180 days*
CA Insurance License or earned within 120 days
Experience leveraging a CRM system
Experience with Financial Planning software is preferred: e-Money, Right Capital, Money Guide Pro etc.
Microsoft 365 experience is desirable.
Application Deadline: 07-31-2026
Company Website: https://www.summitadvisors.com/company/careers/service-and-operations
Contact Name: Erin Haubner
Contact Phone: 925-866-7800
Contact Email: [email protected]
How to Apply (e.g., email address, application link): email
Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW’s clients.
The Associate Advisor is not expected to bring in business. Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.
Location: Walnut Creek
Employment Type (e.g., Full-Time, Part-Time, Contract): Full-Time
Salary Range: $85,000 – $110,000
