Join our team
At the core of Summit's success is our extraordinary team! Our people are our most important investment, as it is they who make the difference with our clients. We are constantly seeking the best people to join our team and attracting, keeping, and developing our Team members is our top priority.
We find, motivate and reward the best in the business through an entrepreneurial culture built on support, respect and responsiveness. We are fanatical about customer service, and about providing opportunity for our team. Summit recognizes that even the best can get better. In order to further enhance our team Members' skills, we provide an array of internal and external training opportunities. Through these offerings we are able to train our Team Members to truly become highly proficient.
Senior Advisor (San Mateo, California or Portland, Oregon) - The role of the Senior Advisor is to develop an understanding of the client's current position and future financial needs, working in concert with the firm's extensive wealth management resource team. You will serve to guide the client in critical planning decisions regarding portfolio decisions, tax planning, employee stock options, transfer of wealth, charitable giving and business disposition.
Ideal candidates will have a minimum of 10 plus years of experience in working directly with high net worth or emerging affluent individuals in an advisory or service capacity. Successful candidates will have advanced educational degrees, certifications or professional designations in their career areas such as accounting, legal, investments, banking or consulting services. Qualified candidates will have a successful track record of business building and development through a consultative sales and service model versus transaction-oriented sales, strong networking skills, a current base of business relationships with the ability to cultivate new relationships with third party referral sources, e.g. businesses, accountants, attorneys. All candidates must hold Series 7, 63, and 66 securities licenses.
Portfolio Administrator (San Mateo, California) - The role of the Portfolio Administrator is to provide operational and administrative support to the Managing Director, Advisors and Para Planners. In addition, you will investigate and address client inquiries, process accounting opening documention, facilitate account transfers and brokerage transactions. You will also maintain client and firm records in accordance with compliance requirements.
Ideal candidates will have a minimum of 5 plus years of experience of relevant work experience (financial, accounting, tax, legal, consulting or other technical environment) and a Bachelor's degree.
Intern (San Mateo, California) - This program is designed for 3rd and 4th year college students (part-time) or recent graduates (full-time). Are you interested in a career in financial planning, investment management or the securities industry? Please contact us to learn more.
