Summitry · 2 days ago
Financial Advisor/Senior Financial Advisor
Foster City, CA
Full-time
Onsite
Mid, Senior Level
$115K/yr - $225K/yr
3+ years exp
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Hiring Manager
Tiffany Lessler, FPQP™
Insider Connection @Summitry
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Responsibilities
Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team
Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions
Serve as a primary liaison between the client and the Portfolio Management team
Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
With the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goals
Schedule, prepare, hold and execute on follow-up items for all client meetings
Meet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor
Qualification
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Required
Excellent communication, presentation, organizational, computer and interpersonal skills
3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning 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: Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)
Knowledgeable in the areas of: Exchange Funds, options strategies and other solutions for concentrated stock positions
Knowledgeable in the areas of: Employee benefits of Bay Area Firms
Knowledgeable in the areas of: Taxation
Knowledgeable in the areas of: Bay Area Real estate transactions
Knowledgeable in the areas of: Estate Planning
Knowledgeable in the areas of: Insurance
Highly proficient in MS Office; experience with eMoney, and Salesforce/other CRM a plus
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
Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics
Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs)
Medical, dental, and vision coverage
Flexible Spending Account/Health Savings Account
401K plan
Currently 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
Chief Growth Officer
Company data provided by crunchbase
