CAREERS

Summit Wealth Management is currently looking to fill the following position(s):

FINANCIAL PLANNER

Description:
The position is for a Jr. or Sr. Financial Planner. The qualified candidate will possess the CFP® designation and have practiced a minimum of 4 years doing comprehensive financial planning, preferably for affluent clients. An ability to work independently and as part of a team is essential. This is not an entry level position. Technical proficiency in developing customized financial plans, resourcefulness and experience working directly with clients is also required. Additional professional credentials like CPA, EA, PFS or CFA is considered a plus but is not required.

Requirements:
4 year degree, CFP® designation, knowledge and experience using Microsoft Word, Excel, Financial Planning software (e.g., IAS, Execpian, Naviplan), CRM (e.g., Junxure, Outlook, Goldmine) and Portfolio Management software (e.g., IAS, Centerpiece, DbCams).

To apply for this position, please email cover letter with resume. APPLY NOW!