Investment Sales Associate - Trusts Dallas-Fort Worth, TX (Remote within Texas)

Summr; Dallas (TX); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Commission and bonus structure

Comprehensive benefits package

Training and mentorship programs

Transportation reimbursement incentive program (TRIP)

Job summary

Summr in Dallas, TX is hiring an Investment Sales Associate to develop relationships with trustees and fiduciaries for institutional investment solutions. This role involves educating fiduciaries on tailored investment strategies and ensuring compliance with regulations.

The ideal candidate holds a Bachelor's degree, possesses strong communication skills, and has experience in relationship-based sales. Summr offers competitive salary, commissions, and comprehensive benefits including health insurance and training programs.

Qualifications

• Licensing required: State Life & Health, SIE, Series 63, Series 65.
• Experience in relationship-based sales or financial advisory.
• Authorized to work in the United States; no visa or FISA sponsorship available.

Responsibilities

• Build relationships with trustees, estate attorneys, and trust decision-makers across Texas.
• Educate fiduciaries on investment strategies tailored to trust structures.
• Ensure adherence to regulations governing trust investments.

Skills

Strong communication skills

Understanding of trust structures

Entrepreneurial mindset

Education

Bachelor's degree or equivalent professional experience

Job description

Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management

About Summr Capital ManagementSummr Capital Management is a systematic investment manager and RIA operating at the intersection of data-driven strategy and institutional execution. We serve institutional clients across U.S. equities, macro, and alternative assets through proprietary AI-enabled research and portfolio construction. We believe in integrity, innovation, and excellence—delivering measurable results while maintaining the highest ethical standards.The RoleWe're seeking an Investment Sales Associate to develop relationships with trustees, estate planners, and trust beneficiaries. You'll work with fiduciaries and legal professionals to introduce institutional investment solutions designed for trust portfolios—balancing income generation, capital preservation, and fiduciary responsibility.What You'll DoBuild relationships with trustees, estate attorneys, and trust decision-makers across TexasEducate fiduciaries on investment strategies tailored to trust structures, distribution requirements, and fiduciary obligationsAnalyze trust documents and beneficiary objectives to position solutions that balance income, growth, and preservation aligned with trust intentGuide implementation from initial consultation through documentation, account setup, and ongoing fiduciary complianceEnsure adherence to Uniform Prudent Investor Act (UPIA), FINRA, and SEC regulations governing trust investmentsSkills & ExperienceBachelor's degree or equivalent professional experienceLicensing required: State Life & Health, SIE, Series 63, Series 65Strong communication skills with ability to work with legal professionals and institutional trusteesUnderstanding of trust structures, fiduciary responsibility, or estate planning preferredTrack record of success in relationship-based sales or financial advisoryEntrepreneurial mindset with drive to develop trustee and attorney relationshipsAuthorized to work in the United States; no visa or FISA sponsorship availableTraining & DevelopmentFINRA sponsorship for required licensingComprehensive 120-day onboarding program with hands-on mentorshipAccess to trust and estate resources and fiduciary investment trainingAttorney and trustee relationship development supportPersonalized coaching from a dedicated VP supporting your client acquisition and complianceCompensation & BenefitsCompetitive base salaryCommission and bonus structure tied to closed accounts and assets under managementFull benefits package: health, dental, vision, 401(k), ESPP, disability, life insuranceTransportation reimbursement incentive program (TRIP)Our CultureWe're a collaborative team driven by curiosity and execution. We value integrity in every client interaction, transparency in our processes, and results that exceed expectations. We invest in people who are committed to making a measurable impact in institutional finance.

Interested in this role?

We'd love to hear from you. Complete the application below and our team will be in touch.