Search the 2 jobs at Summitry

The Associate Financial Advisor leads client relationships, providing high-quality client experiences and supporting Financial Advisors with larger client interactions. Responsibilities include preparing agendas, participating in meetings, contributing to financial plans, and managing client documentation and updates.

The Financial Advisor/Senior Financial Advisor at Summitry is responsible for managing client relationships, formulating and implementing financial advice, and collaborating with the business development team to grow the client base. The role also involves leading Associate Financial Advisors and ensuring high-quality client service delivery.