Investment Sales Associate - Trusts; Remote

Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management

About Summr Capital Management Summr Capital Management is a systematic investment manager and RIA operating at the intersection of data-driven strategy and institutional execution. We serve institutional clients across U.S. equities, macro, and alternative assets through proprietary AI-enabled research and portfolio construction. We believe in integrity, innovation, and excellence—delivering measurable results while maintaining the highest ethical standards.

The Role We're seeking an Investment Sales Associate to develop relationships with trustees, estate planners, and trust beneficiaries.

You'll work with fiduciaries and legal professionals to introduce institutional investment solutions designed for trust portfolios—balancing income generation, capital preservation, and fiduciary responsibility.

What You'll DoBuild relationships with trustees, estate attorneys, and trust decision-makers across Texas Educate fiduciaries on investment strategies tailored to trust structures, distribution requirements, and fiduciary obligations

Analyze trust documents and beneficiary objectives to position solutions that balance income, growth, and preservation aligned with trust intent

Guide implementation from initial consultation through documentation, account setup, and ongoing fiduciary compliance

Ensure adherence to Uniform Prudent Investor Act (UPIA), FINRA, and SEC regulations governing trust investments

Skills & Experience Bachelor's degree or equivalent professional experience

Licensing required:
State Life & Health, SIE, Series 63, Series 65

Strong communication skills with ability to work with legal professionals and institutional trustees

Understanding of trust structures, fiduciary responsibility, or estate planning preferred

Track record of success in relationship-based sales or financial advisory

Entrepreneurial mindset with drive to develop trustee and attorney relationships

Authorized to work in the United States; no visa or FISA sponsorship available

Training & DevelopmentFINRA sponsorship for required licensing

Comprehensive 120-day onboarding program with hands-on mentorship

Access to trust and estate resources and fiduciary investment training

Attorney and trustee relationship development support

Personalized coaching from a dedicated VP supporting your client acquisition and compliance

Compensation & Benefits Competitive base salary

Commission and bonus structure tied to closed accounts and assets under management

Full benefits package: health, dental, vision, 401(k), ESPP, disability, life insurance

Transportation reimbursement incentive program (TRIP)
Our Culture We're a collaborative team driven by curiosity and execution. We value integrity in every client interaction, transparency in our processes, and results that exceed expectations. We invest in people who are committed to making a measurable impact in institutional finance.

We'd love to hear from you. Complete the application below and our team will be in touch.