Senior/Financial Advisor

Senior/Financial Advisor

About Summitry:

Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees, and over 1,000 clients, offering personalized financial planning and investment strategies rooted in local insight. We’re on a mission to help families thrive amidst the unique opportunities and challenges of life in the Bay Area. Join our innovative and collaborative team dedicated to becoming the most admired advisory firm in the region.

Position Description

• FA: Emily Hazelroth, Senior Financial Advisor & Advisor Manager
• SFA: Alex Katz, Chief Growth Officer

Benefits: Yes

Status: Full Time/Exempt

Date: Immediate

Work environment: Hybrid (50%/month)

Why Summitry?

At Summitry, we believe in more than just managing wealth—we believe in enriching lives. Our Financial Advisors are at the heart of this mission, building meaningful relationships with clients to guide them through life’s financial milestones. If you’re passionate about delivering exceptional client experiences and have a talent for comprehensive financial planning, we want you on our team.

What You’ll Do:

As a Senior/Financial Advisor, you’ll have the opportunity to:

• Build Lasting Relationships: Deepen connections with existing clients while actively growing your network through referrals, professional connections, and strategic partnerships.
• Provide Personalized Financial Guidance: Deliver comprehensive financial planning, empowering clients to achieve their life goals.
• Lead with Impact: Serve as the primary liaison between clients and the Portfolio Management team, ensuring seamless communication and execution of strategies.
• Mentor and Collaborate: Lead and develop Associate Financial Advisors in client service delivery while working closely with Portfolio Managers and Business Development teams.
• Be a Trusted Advisor: Gain a deep understanding of clients’ investment goals, risk tolerance, and unique financial situations, guiding them through life’s complexities with confidence.

Who You Are:

You’re not just an advisor; you’re a passionate advocate for your clients’ success. You have:

• A Heart for Service: You care about your clients and are dedicated to helping them navigate life’s financial challenges.
• A Strategic Mindset: You approach financial planning with a holistic view, integrating investment strategies with long-term life goals.
• Excellent Communication Skills: You have a knack for simplifying complex financial concepts and inspiring confidence in your clients.
• Growth-Oriented Attitude: You’re driven to grow—both personally and professionally—and contribute to a culture of continuous improvement.

Qualifications:

• 3-7 years of experience in advisory services in a client-facing role with comprehensive financial planning and business development expertise.
• CFP Certified (or 7+ years of lead advisory experience with a commitment to obtain CFP within 2 years of hire).
• Knowledgeable in equity compensation (ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)), concentrated stock solutions, Bay Area real estate, estate planning, taxation, insurance, and alternative investments (a plus).
• Experience with eMoney and Salesforce (or other CRM systems) is a plus.
• Must have mode of transportation for travel (prospect/client meetings)

Why You’ll Love Working Here:

• Competitive Compensation: Base salary range of $115K-$225K, plus profit-sharing and incentive compensation for new assets.
• Comprehensive Benefits: Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account, and 401K plan. We also offer 100% medical coverage for employees and 50% for family members, along with financial planning and infertility benefits. More details: https://summitry.com/careers
• Hybrid Work Environment: Enjoy a flexible work arrangement with 50% remote work each month.
• Culture of Care, Growth, and Drive: Our core values—CARE, GROW, and DRIVE—define who we are and how we work together. We’re committed to a supportive environment where team members thrive professionally and personally.

Ready to Make an Impact?

If you’re excited about helping families navigate the complexities of Bay Area life and are passionate about financial planning, we want to hear from you! Apply now to join our mission-driven team at Summitry.

Summitry, LLC is an Equal Opportunity Employer