Senior Wealth Advisor for High-Net-Worth Families

Summitry; Pasadena (CA); Ibrido; USD 115.000 - 225.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Sabbatical program

Annual company retreats

Volunteer program

401(k) retirement plan

Descrizione del lavoro

Summitry is a Bay Area-based wealth management firm seeking Senior Financial Advisor (SFA) and Financial Advisor (FA) to lead high-net-worth client relationships and deliver comprehensive financial planning and investment guidance.

Advisors manage a focused book, typically under 100 households, while contributing to organic growth through referrals and partnerships with the firm’s Business Development team.

Competenze

• Five to eight years in financial services with relationship management and business development experience.
• CFP certification or 7+ years advisory experience; must pass CFP within 2 years of hire.
• Experience serving high-net-worth clients and delivering comprehensive financial planning.
• Strong relationship management, communication, and ability to develop new client relationships.

Mansioni

• Act as primary advisor to high-net-worth client families ($1–5M+ AUM).
• Build and update financial plans for independent clients and support the Regional Director in Pasadena.
• Deliver comprehensive planning across investments, tax, equity compensation, estate planning, and retirement.
• Lead client meetings and oversee preparation and follow-up.
• Collaborate with Portfolio Management to implement investment strategies.
• Drive organic growth through referrals and COI partnerships with Business Development.

Conoscenze

Relationship management

Business development

Communication skills

Financial planning

Formazione

CFP Certification or equivalent

Strumenti

eMoney

CRM

Descrizione del lavoro

Summitry is a Bay Area-based wealth management firm seeking Senior Financial Advisor (SFA) and Financial Advisor (FA) to lead high-net-worth client relationships and deliver comprehensive financial planning and investment guidance.

Advisors manage a focused book, typically under 100 households, while contributing to organic growth through referrals and partnerships with the firm’s Business Development team.