Financial Planning Specialist

2 weeks ago

San Mateo, California, United States Summitry Full time

Job Summary

As a Financial Advisor/Senior Financial Advisor at Summitry, you will be responsible for managing existing client relationships and formulating advice. You will collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. You will also partner with the Business Development team to develop new client relationships and foster working relationships with attorneys, accountants, and other client "centers-of-influence" (COIs).

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

  • Excellent communication, presentation, organizational, computer and interpersonal skills.
  • 3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience.
  • Bachelor's degree.
  • CFP 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).
  • CFA, CPA, EA, MSA, JD a plus.
  • Knowledgeable in the areas of:
    • Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b).
    • Exchange Funds, options strategies and other solutions for concentrated stock positions.
    • Employee benefits of Bay Area Firms.
    • Taxation.
    • Bay Area Real estate transactions.
    • Estate Planning.
    • Insurance.
  • Highly proficient in MS Office; experience with eMoney, and Salesforce/other CRM a plus.
  • Proactive contributing team player able to work in a fast-paced environment.
  • Must have mode of transportation for travel (prospect/client meetings).

Salary and Benefits

  • The expected base salary for this position will range from $115-225K plus eligibility for profit share and additional incentive compensation based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.
  • Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics.
  • Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs).
  • Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan.
  • More details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc.):

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.
  • 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:
    • CARE - we care for each other, our clients, and our community.
    • GROW - we have an intrinsic desire to grow ourselves and our firm.
    • DRIVE - we are fiercely driven to achieve our goals and those of our clients.

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.

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