Title:

Staff Financial Advisor

Status:

Full-time salaried

Reports to:

Director of Operations of Client Service Team

Job Summary

The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career path position; therefore, responsibility and client interaction will increase with experience.

Duties and Responsibilities

The Staff Financial Advisor position will focus in the following areas:

• Client Service
  • Coordinate with team members to provide consistent, effective client support and service
  • Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable
  • Prepare financial statements and portfolio performance reports
  • Input tax and payroll data for income tax projections
  • Input data for cash flow and long-term retirement projections
  • Review and summarize estate documents, insurance policies, and employee benefits
• Strive to increase personal and professional development
  • Continuing education and professional designations (e.g. CFP®)
  • Active participation in one or more professional organizations
  • Volunteer in community, professional, and/or charitable organizations
• Support the long-term strategic plan and vision of the firm
  • Adheres to firm’s Core Values, Ground Rules, and Mission Statement
  • Utilize skillset on one of our firm’s committees
  • Act as a mentor to Paraplanners and Interns
  • Be viewed as a team player by associates
  • Treat all associates with a high level of respect

Qualifications

The Staff Financial Advisor position typically requires the following qualifications:

• Bachelor’s Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field)
• At least 1 year experience in the Financial Services Industry
• CFP® Professional preferred, but not required
• Proficiency with Microsoft Office Word, Excel, and Outlook required
• Experience with eMoney or another financial planning software system is preferred, but not required
• Experience with Orion or another portfolio management software system is preferred, but not required
• Experience with Salesforce or another customer relationship management system preferred, but not required
• Problem-solving ability, thoroughness, cautiousness, attention to detail
• Strong written and verbal communication skills
• Team player, professional, respectful in interactions with associates and clients
• Takes initiative to research and resolve issues
• Strict confidentiality of clients’ information is a must
• Demonstrated competency in financial planning, financial analysis, and investment research and strategies
• Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Salary rate based on experience
• Bonus participation after one year with Summit
• Benefits include health insurance, 401(k) plan, gym membership subsidy
• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900 families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we’re always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next.

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com