Senior/Financial Advisor

Job DescriptionSummitry is a Bay Area wealth management firm with over $4B in assets under management, serving more than 1,000 clients. As a flagship firm of Aspen Standard Wealth, Summitry combines the personalized approach of an independent RIA with the resources of a national platform. Our team is dedicated to helping families thrive through comprehensive financial planning, investment management, and trusted advice. Position DescriptionReports to: Emily Hazelroth, Senior Advisor Manager & Advisor ManagerBenefits: YesStatus: Full Time/ExemptDate: ImmediateWork environment: Hybrid (50%/month) Job SummaryThe Senior/Financial Advisor (S/FA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance. S/FAs lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. Duties and ResponsibilitiesServe as the primary advisor and trusted partner to high-net-worth client families (typically $1-5M in AUM for FAs and $5M+ in AUM for SFAs)Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategiesLead client meetings and oversee preparation and follow-through with support from Associate Financial AdvisorsCollaborate with the Portfolio Management team to implement investment strategies aligned with client goalsDrive organic growth through client referrals, COI relationships, and partnership with the Business Development teamMentor and develop Associate Financial Advisors to ensure high-quality client service Client ProfileTypical Summitry clients include:Technology professionals and executivesFounders and entrepreneursHouseholds with complex equity compensationClients navigating liquidity events, concentrated stock, and multi-generational planning Qualifications3-7 years of client-facing advisory experience in wealth managementCFP®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)Experience serving high-net-worth clients and delivering comprehensive financial planningStrong relationship management and communication skillsAbility to develop new client relationships and partner with COIsExperience with financial planning software and CRM CompensationTotal compensation includes base, bonus, and incentive comp:Base salary: $115-225KPerformance-based bonus on target 20% (up to 30% of base salary)Incentives tied to new assets, referrals, and business development participation (unlimited upside) Health & Financial BenefitsMedical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)Flexible Spending Account/Health Savings Account401(K) retirement plan and contributionsComprehensive financial planning services for employees and their familiesFertility and family-building benefits Professional DevelopmentFirm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)Professional development and ongoing advisor training Culture & Lifestyle PerksPaid sabbatical program for long-tenured employeesAnnual company retreat where employees are invited to bring their familiesFirm-sponsored volunteer events, paid volunteer time, and charitable matchingHybrid work environment (50% in-office per month)For more details: https://summitry.com/careers Company Culture and ValuesSummitry’s culture is guided by three core values:CARE – we care for each other, our clients, and our communityGROW – we have an intrinsic desire to grow ourselves and our firmDRIVE – we are fiercely driven to achieve our goals and those of our clients Summitry welcomes candidates from all backgrounds and is an equal opportunity employer.