Company · 5 open roles
Careers at Summitry
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5 positions at Summitry
Business Development Associate (Foster City)
Summitry·Foster City, California, United States
Business Development Associate (Foster City) at Summitry. Location: Foster City, California, United States. Role: preparing materials, coordinating meetings, engaging partners Requirements: Bachelor's degree required; 1-2 years sales support or administrative experience; strong c…
Senior Financial Advisor (Foster City)
Summitry·Foster City, California, United States
Senior Financial Advisor (Foster City) at Summitry. Location: Foster City, California, United States. Role: serving clients, leading meetings, mentoring advisors Requirements: CFP required, 5+ years client-facing wealth management experience serving high-net-worth clients; strong…
Associate Financial Advisor (Foster City)
Summitry·Foster City or California
Associate Financial Advisor (Foster City) at Summitry. Location: Foster City or California. Role: managing relationships, developing plans, generating referrals Requirements: Series 65 or CFP (or on path), 2+ years in financial services, Bachelor's degree, eMoney experience prefe…
Financial Advisor (Pasadena)
Summitry·Pasadena, California, United States
Financial Advisor (Pasadena) at Summitry. Location: Pasadena, California, United States. Role: serving clients, building plans, driving growth Requirements: Minimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor…
Financial Advisor
Summitry·Foster City, California, United States
Financial Advisor at Summitry. Location: Foster City, California, United States. Role: lead meetings, advise clients, coordinate teams Requirements: 3+ years in financial services with relationship management and business development; CFP or 7 years in lead-advisor role with plan…