We are expanding to grow our wealth management service. A professional in this position (Investment Advisor/Relationship Manager) must have a vision of professional growth in-line with the company growth. Investment Advisor/Relationship manager must drive asset aggregation from individual and institutional investors/clients working under the direction of the managing members of the company. Must have strong networking abilities to drive referral business and posses strong sales and interpersonal skills with proactiveness.

Requirements:

• Must have a minimum of Bachelors degree plus 5 years of investment/financial advisory/sales experience.
• Series 65 or 7, 63 & 66 required.
• Own a book of business of $3 mil or greater is a plus.
• Must be client focused and have high ethical values.
• Must be able to utilize computer for office tasks such as email, Word, Excel, PowerPoint, etc.
• Experience with financial planning and strategy, general math skills, ability to analyzing Information objectively.
• Strong verbal communication skills and interpersonal skills required.
• Ability to work in a team environment as well as an ability to work independently to complete tasks assigned.

For more information, please contact Christopher Yoo via chris.yoo@summitassetstrategies.com, along with a resume and a cover letter.