Associate Private Client Advisor, Regional – Fairfield, CT


Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-80 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

The Associate Private Client Advisor (APCA) provides support to both a team of PCAs and a designated group of such clients.