Search the 3 jobs at Summitry

The Associate Financial Advisor will lead client relationships, ensuring high-quality service and support to financial advisors. Responsibilities include building and retaining client relationships, preparing for client meetings, participating in financial planning tasks, and updating plans using planning software. The role focuses on efficient communication, detail orientation, and developing skills towards becoming a financial advisor.

Financial Advisors/Senior Financial Advisors manage existing client relationships, formulate and implement financial advice, and collaborate with Portfolio Managers and other advisors. They focus on developing new client relationships and providing high-quality financial planning tailored to individual client needs, all while meeting service level agreements.

The Finance Manager will lead FP&A and accounting, ensuring compliance with financial reporting requirements while managing the finance function to support business growth. Duties include implementing financial processes, delivering accurate reporting to the Board, conducting financial analysis, and leading budgeting processes.