We are thrilled that you are considering joining the Summit Wealth Group team. Our company culture starts with a unique outlook we have towards the finance industry.
Most advisory firms are in the business of building wealth and managing investments for their clients. At Summit, it’s more than that. We are in this business to help our clients find confidence in their financial journey, become confident decision-makers, identify their life purpose, and use their increased capacity to unlock their full potential to create positive change in this world.
This cosmic shift in the way we approach our industry is more than just a different way of thinking. It is a rally cry – a purpose-driven concept to unite our team behind.
When our employees understand the profound impact they can make in someone’s life and in our communities, it cultivates a deep sense of purpose that drives our company culture. We are not simply employees in corporate America, we are on a mission to create positive change in this world – and that is invigorating for anyone who works at Summit.
Having been recognized this past year by the Gazette for being the “Best Small Business Workplace for 2021”, people are realizing just how special it is to work at Summit.
This drive, determination, and energy we have as a team starts at the leadership level. Our company leaders are positive, encouraging, and yet hold our entire team accountable to our core values.
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.
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!