What are the responsibilities and job description for the Senior Financial Advisor/Financial Advisor - Summitry position at Aspen Standard Wealth?
Please note : This posting is for Aspen's RIA portfolio company, Summitry.
Financial Advisor / Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40 employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Job Summary
Financial Advisors (FAs) / Senior Financial Advisors (SFAs) are responsible for managing Summitry’s existing client relationships and formulating and implementing advice, but they may also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S / FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers-of-influence” (COIs). S / FAs also lead Associate Financial Advisors in client service delivery.
Duties and 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
Qualifications
Salary and Benefits
Company Culture and Values
At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation : We help you live your best Bay Area life).
Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other :
While having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. We’re proud of the culture we’ve built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry, LLC is an Equal Opportunity Employer
Salary : $115,000 - $225,000
