Summitry · 14 hours ago
Financial Advisor
Hybrid in Foster City, CA
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $225K/yr
3+ years expSummitry is a Bay Area-based wealth management firm with over $3B in assets under management. The Financial Advisor will manage existing client relationships, provide comprehensive financial planning, and partner with the business development team to foster new client relationships.
FinanceFinancial ServicesWealth Management
Responsibilities
Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions
Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team
Serve as a primary liaison between client and Portfolio Management team
Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
With the support Associate Financial Advisors, finalize financial plans designed to help clients achieve their goals, hold client meetings, and execute follow-up items
Mentor teammates, help establish priorities and ensure the quality of others’ work
Qualification
Required
Excellent communication, presentation, organizational, computer, and interpersonal skills
Proven ability to cultivate strong relationships with HNW clients, prospects, and business partners
A minimum of 3-5 years within the financial services industry with relationship management and business development experience
Bachelor's degree
CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire)
Knowledgeable in the areas of: Financial Plan modeling and expertise, Equity compensation - ISO, NQSO, ESPP, RSU, 10b(5)1, 83(b), Concentrated stock solutions such as exchange funds, option strategies, and long-short strategies, Tax planning (in partnership with CPA), Estate planning strategies, Real estate transactions, Insurance, Employee benefits of Bay Area Firms
Highly proficient in MS Office; experience with eMoney, and Tamarac/AdvisorView/other CRM
Proactive contributing team player able to work in a fast-paced environment
Must have mode of transportation for travel (prospect/client meetings)
Preferred
CFA, CPA, EA, MSA, JD a plus
Benefits
Medical, dental, and vision coverage
Flexible Spending Account/Health Savings Account
401K plan
100% medical coverage for employees/50% coverage for family members
Financial planning and infertility benefits
Company
Summitry
Summitry provides financial and wealth management services.
11-50 employees
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 StageTotal Funding
unknown2024-11-04Acquired
Leadership Team
Alex Katz
President
Company data provided by crunchbase