We are thrilled that you are considering joining the Summit Wealth Group team.
At Summit, we place a large emphasis on our team. We encourage team participation because we believe the team is our strength as a firm. We believe the team is what sets us apart in a competitive industry. Relying on the strength of the individuals that make up our team, we believe we have the ability to better help our clients navigate the path to a better, more secure future. We invite you to learn more about what it means to be part of the Summit family! Please check out the current career opportunities below.
Our Registered Investment Client Service 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.
We are looking for experienced financial advisors with an already-established book of business to join our firm in each of our branch office locations. Click below to learn more!