Career Opportunities

Job Title: Financial Advisor

Location: Summit Financial Services Inc., Kennesaw, GA

Position Overview:

We are seeking a dedicated and experienced Financial Advisor to join our team. Additional opportunities are available working with Federal employees or with small business owners.

 

Key Responsibilities:

  • Assess clients' financial situations.

  • Develop and implement personalized financial plans.

  • Provide advice on investment strategies, asset allocation, risk management, education planning, retirement planning and retirement income planning, utilizing mutual funds, fixed and variable annuities, as well as term, universal and variable life insurance. 

  • Cultivate and maintain strong client relationships through regular communication and exceptional service.

  • Stay updated on industry trends, market conditions, and regulatory changes to provide informed advice.

  • Network and generate leads to expand the client base.

Qualifications:

  • Bachelor's degree is preferred

  • 5+ years financial services experience

  • Desire to work as an independent advisor with an independent broker-dealer

  • Ability to work well in a team and office environment

  • Proven ability for business development (minimum $75,000 GDC)

  • Licensing Requirements: Insurance license and FINRA Series 6 and 63 or 7

  • FINRA Series 65 or 66 helpful

  • Excellent interpersonal and communication skills

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to clientsvcs@summitfsinc.com.