The Licensed Investment Client Service / Licensed Financial Assistant is responsible for providing administrative support and assisting investment advisors in maintaining, enhancing, and nurturing existing and new client relationships by providing support through analysis, recommendation, and implementation expertise. This role is expected to provide exceptional service to facilitate client growth and retention.
Required Education and Experience
Summit provides eligible full-time employees with a $725 monthly benefit allowance to assist with medical, dental, and vision premiums; eligible employees electing to participate in one of Summit's high deductible medical plans may also use the monthly benefit allowance to make contributions to an Optum HSA.
Hourly Salary Range (Annualized): $24.18 - $28.07 DOE
An offer of employment is contingent upon the acceptable results of personal background and reference checks per firm standards.
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