Search the 2 jobs at Summitry

Financial Advisor/Senior Financial Advisor responsible for managing client relationships, providing financial planning, collaborating with teams, and fostering new client relationships. Must have strong communication and organizational skills with at least 3 years of experience in advisory services.

An exciting opportunity for a recent college graduate to work as an Investment Associate supporting investment professionals in a wealth management firm in the Bay Area. Responsibilities include equity research, third-party manager research, and strategic asset allocation. Ideal candidate is self-driven, committed, and passionate about investing.