Job Description
Welcome to Summit Financial Solutions, where we are redefining the future of wealth management in the heart of Kentucky. We are currently seeking a highly motivated Financial Advisor to join our dynamic team. We offer a unique opportunity for professionals who value flexible hours and desire a career path driven by their own success and performance.
As a Financial Advisor at Summit, you will build lasting relationships with clients, helping them achieve their financial dreams. Whether you are an experienced veteran or a driven newcomer looking for a mentorship-heavy environment, we have the platform for you.
Why Join Us?
• Flexible Hours tailored to your lifestyle.
• High commission structure with uncapped earning potential.
• Access to premium leads and advanced CRM tools.
• Comprehensive mentorship and training programs.
Responsibilities
- Develop and execute comprehensive financial plans tailored to individual client needs and goals.
- Manage and grow a diverse portfolio of clients through consistent relationship management and networking.
- Conduct regular portfolio reviews and market analysis to optimize investment strategies and ensure client satisfaction.
- Assist clients with retirement planning, estate planning, tax strategies, and risk management.
- Stay compliant with all FINRA regulations, SEC guidelines, and internal compliance protocols.
- Participate in ongoing training and professional development workshops to stay ahead of market trends.
- Collaborate with the wealth management team to drive branch performance.
Qualifications
- Candidate must hold or be willing to obtain Series 7 and Series 66 licenses.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent experience).
- Strong interpersonal skills with the ability to build trust and rapport with high-net-worth clients.
- Self-starter mentality with a proven ability to work independently and manage time effectively.
- Proficiency in CRM software (e.g., Salesforce) and financial planning tools.
- Valid driver’s license and willingness to travel for client meetings.