Staff Financial Advisor

Title: Staff Financial Advisor

Status: Full-time salaried

Location: Columbus, Ohio

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.

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 800+ families. Operating since 1995, Summit manages over $1.5 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 and growing, and known for our openness to new ideas and approaches. We actively 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. We can help move your career from Now to Next.

For more information and to apply go to: 

https://summitfin.bamboohr.com/jobs/view.php?id=13&source=aWQ9Nw%3D%3D

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com