Senior Financial Advisor
summitry
About this role
Summitry is a wealth management firm serving high-net-worth clients with a focus on comprehensive financial planning and investment guidance. The role involves managing client relationships, leading meetings, and collaborating with teams to deliver tailored financial strategies.
Skills
Qualifications
About summitry
summitry.comSummitry is a Bay Area wealth management and advisory firm that provides personalized financial planning and investment strategies tailored for life in California. Based in Silicon Valley, their advisors focus on customizing plans to help clients maximize the benefits and navigate the unique financial considerations of the region. Summitry combines local expertise with comprehensive investment advice to align portfolios and long-term planning with each client's goals.
About summitry
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for summitry.
Salary
$150k – $225k
per year