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Financial Advisor/Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40 employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Position Description
Reports to:
Benefits: Yes
Status: Full Time/Exempt
Date: Immediate
Work environment: Hybrid (50%/month)
Job Summary
Financial Advisors (FAs)/Senior Financial Advisors (SFAs) are responsible for managing Summitry’s existing client relationships and formulating and implementing advice, but they may also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers-of-influence” (COIs). S/FAs also lead Associate Financial Advisors in client service delivery.
Duties and Responsibilities
Qualifications
Salary and Benefits
Company Culture and Values
At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation: We help you live your best Bay Area life).
Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other:
While having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. We’re proud of the culture we’ve built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry, LLC is an Equal Opportunity Employer
Full Time
$106k-131k (estimate)
09/07/2023
07/01/2024
summitry.com
San Mateo, CA
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