Columbus, Ohio, United States · On-site
About Summit Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion i…
Skills: Financial Planning, Financial Analysis, Investment Research, Microsoft Excel, Microsoft Word
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The Analyst supports the lead advisor in delivering client services, including preparing financial statements and portfolio performance reports. They act as a point of contact for clients and assist with tax and retirement projections.
A Bachelor's degree in Finance, Economics, Business, or a related field is required along with proficiency in Microsoft Office. Candidates must demonstrate competency in financial analysis and a commitment to enroll in the CFP certification program.
About Summit
Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are 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, growing and known for our openness to innovative 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.
Job Summary
The Analyst supports the lead advisor in the delivery of client services of the firm. The Analyst is an entry level position into the Advisor career path.
Duties and Responsibilities
The Analyst position will focus in the following areas:
Qualifications
The Analyst position typically requires the following qualifications:
Salary and Benefits
Pay/benefits are competitive based on industry standards.
How to Apply
This position is open immediately and until filled. No phone calls please.
Summit Financial Strategies, Inc. is an Equal Opportunity Employer
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
Offices: 4111 Worth Ave, #510, Columbus, Ohio 43219, US
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
Offices: 4111 Worth Ave, #510, Columbus, Ohio 43219, US
