Summitry Benefits Overview

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, creating and delivering comprehensive financial plans across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio management, tax and estate professionals, manage a book of typically <100 households, and drive organic growth via referrals, COIs, and business development.

Serve as primary advisor for high-net-worth clients ($5M+ AUM), deliver comprehensive financial planning across investments, tax, equity compensation, estate, and retirement; lead client meetings, coordinate with portfolio, tax, and estate professionals; grow business via referrals and COIs; mentor associate advisors.