Wealth Manager @ Summitry | Jobright.ai
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Summitry · 3 days ago

Wealth Manager

positionFoster City, CA
timeFull-time
remoteHybrid
seniorityMid Level
money$115K/yr - $225K/yr
date3+ years exp
ftfMaximize your interview chances
FinanceFinancial Services
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H1B Sponsor Likelynote
Hiring Manager
Tiffany Lessler, FPQP™
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Responsibilities

Build and deepen relationships: Cultivate strong, lasting client connections through comprehensive financial planning and personalized service.
Collaborate and grow: Partner with our Business Development team and professional networks to drive firm growth and secure new client relationships.
Deliver exceptional advice: Create and present customized financial plans, integrating investment strategies, tax planning, estate planning, and more.
Support client success: Work closely with Associate Financial Advisors to ensure seamless client service and implementation of financial strategies.
Engage with teams: Act as a key liaison between clients and our Portfolio Management team, ensuring their investment goals align with their overall financial plans.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Advisory services experienceComprehensive financial planningBusiness development experienceCFP CertifiedEquity compensation knowledgeTaxation knowledgeEstate Planning knowledgeInsurance knowledgeMS Office proficiencyPresentation skillsOrganizational skillsEMoney experienceSalesforce experienceTeam playerFast-paced environment adaptabilityCommunicationInterpersonal skills

Required

3-7 years of experience in a client-facing advisory role with a focus on comprehensive financial planning and business development.
CFP® certification.
Bachelor’s degree.
Deep expertise in areas such as equity compensation, exchange funds, options strategies/concentrated stock solutions, taxation, Bay Area real estate, estate planning, and insurance.
Exceptional communication, presentation, organizational, and interpersonal skills.
Proficiency in MS Office and familiarity with eMoney, Salesforce, or similar CRMs.
A proactive, collaborative mindset and the ability to thrive in a fast-paced environment.
Transportation for prospect and client meetings.

Preferred

CFA
CPA
EA
MSA
JD

Benefits

Company profit-sharing plan (eligible after six months) based on achieving key metrics.
Medical, dental, and vision coverage (100% for employees, 50% for family members), financial planning, infertility benefits, and more.
Flexible Spending Account (FSA)/Health Savings Account (HSA) and 401(k) plan.

Company

Summitry

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Summitry provides financial and wealth management services.
dateFounded in 2003
location
Foster City, California, USA
people-size11-50 employees
web-link
https://summitry.com

H1B Sponsorship

Summitry has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Early Stage
Total Funding
unknown
2024-11-04Acquired

Leadership Team

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Alex Katz
Chief Growth Officer
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Company data provided by crunchbase
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