Summitry Benefits Overview

Support Business Development Principals by preparing sales materials and proposals, qualifying leads, coordinating meetings and events, managing CRM records and reporting, building sample portfolios, and engaging referral partners to drive lead generation and sales.

Client-facing advisor-in-training managing a book of clients (<$1M AUM), delivering financial planning support, preparing meeting materials, executing follow-ups, driving relationship growth and referrals, and progressing toward full Financial Advisor responsibilities and CFP certification.

Serve as primary advisor for high-net-worth clients, providing comprehensive financial planning across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio, tax, and legal specialists, mentor associates, and drive organic growth through referrals and business development.