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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:
Qualifications
The Staff Financial Advisor position typically requires the following qualifications:
Salary and Benefits
Pay/benefits are competitive based on industry standards.
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
Full Time
$55k-70k (estimate)
05/31/2024
06/15/2024
wrlstrategies.com
Beaverton, OR
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