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Summit Advisory Group
Columbia, SC | Full Time
$107k-124k (estimate)
3 Months Ago
Financial Professional
$107k-124k (estimate)
Full Time 3 Months Ago
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Summit Advisory Group is Hiring a Financial Professional Near Columbia, SC

OUR TEAM IS GROWING

At Summit Advisory Group, we are looking for driven leaders, both new to the professional workforce (recent college graduates) and career changers with a track record of success, to join our growing team!

Do you enjoy helping others while crunching numbers?Would you enjoy being an important part of clients’ financial wellbeing?If so, this career may be for you!

In your role as a Financial Professional, you will be helping clients achieve their financial goals in all areas of planning, including asset accumulation, insurance, and retirement.

We provide training for all levels of experience, as well as the tools and environment that teach you the skill sets you need to succeed!Our team-based approach helps you build client relationships and provides the environment to make this a lucrative career for life! We are committed to your success and provide all of the following to help you develop:

·Excellent Compensation Packages

·Training Allowance

·Marketing Capital and Systems

·One-on-One Strategic Coaching

·Mentorship, Teamwork-Learning Environment

·Multiple Levels of Training

·Full Access to Top Resources in the Industry

·Leadership Advancement Track

If selected in our program, we provide sponsorship for licensing, training allowances and uncapped earning potential, bonuses and full benefits, including company retirement contributions.

Requirements:

·Motivated

·Coachable

·Competitive

·Strong Work Ethic

·Track Record of Leadership and Success

Summit Advisory Group can be much different than most firms in the industry.Would you like to hear how?

Contact Emily Turner at turner_emily@nlgroupmail.com.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 5925 Carnegie Blvd., Ste. 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of ESI.TC122065(0721)1

Job Summary

JOB TYPE

Full Time

SALARY

$107k-124k (estimate)

POST DATE

02/02/2023

EXPIRATION DATE

06/10/2024

WEBSITE

summitadvisorygrp.com

HEADQUARTERS

Saint Paul, MN

SIZE

25 - 50

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The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.

If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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A financial advisor provides financial advice or guidance to customers for compensation.

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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.

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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Financial advisors may run their own firm or they might be part of a larger office or bank.

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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Professional jobs

A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.

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To become a financial advisor, one first needs to complete a bachelor's degree.

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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.

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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.

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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.

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Step 3: View the best colleges and universities for Financial Professional.

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