Summit's primary focus is to build and strengthen client relationships by providing meaningful advice, encouragement and coaching to help build confidence that leads to contentment and a path to a better, more secure future.
This position supports and collaborates with the Senior or Lead Advisor and Director of Financial Planning, providing an opportunity to learn about Summit's culture, investment philosophy, strategies, processes, and system platforms to help develop a solid foundation to nurture and grow relationships for new and existing clients. In addition, you will be working with clients on portfolio analysis, tax and estate planning, income needs, and employer retirement benefits.
An individual in this position helps clients identify their unique financial needs and objectives by uncovering, probing, and determining opportunities and services to enhance the client relationship.
Responsibilities include but are not limited to the following:
Initial compensation varies based on experience, skillset, and certifications:
This position's general knowledge and skills requirements include:
If interested, please provide a cover letter and resume expressing why you would like to partner with Summit Wealth Group. These can be sent to 1SummitHR@summitwealthgroup.com