Associate Wealth Advocate

Responsibilities Include:

• Daily client service items including ongoing client requests via e-mail, telephone, mail, etc.

Required Knowledge, Skills & Competencies:

• A bachelor’s degree is required; degree emphasis in financial planning, finance or accounting is a plus
• CFP® designation or the pursuit of CFP® designation is encouraged
• CPA license / designation, Enrolled Agent and / or tax experience would be a considerable plus
• The ability to understand complex financial information (tax returns, investment statements, life insurance policies, pension & annuity information, etc.) is essential
• The ability to provide a high level of client service in a calm, courteous and professional manner is a must
• Strong computer skills, including experience with Microsoft Office
• Experience with financial planning tools is a plus
• Excellent communication & multi-tasking abilities
• Sales experience / skills would also be a considerable plus
• 1 to 3 years of industry experience is preferred

Our compensation package includes a competitive base salary, with bonus potential, paid time off and retirement plan benefits. Long-term benefits could include promotion and ownership of SWA.

Summit Wealth Advocates, LLC is a Fee-Only Wealth Management Firm. SWA advises clients across the United States, managing assets in excess of $125 million. We are a rapidly growing Wealth Management firm looking for team members that want to grow with us.

Please visit our website at www.summitwealthadvocates.com for more information about SWA.

Please forward your resume and salary requirements to Kay Strand at kstrand@summitwealthadvocates.com