What are the responsibilities and job description for the Experienced Advisor position at Summit Advisory Group?
Summit Advisory Group is an open architect financial services firm that allows you to own your book of business and receive the support and benefits from an experienced, dedicated team of professionals.
Our Financial Advisors are constantly looking to help their clients with all their financial services needs, including wealth, income, education, and retirement planning. Through our hands-on training and planning process, we teach our advisors to identify their clients’ goals and develop a personalized plan utilizing a wide range of insurance and investment solutions.
What makes us different from other firms?
The mission here at Summit Advisory Group is different from that of our competitors who feel pushing product sales and client financial security is the way to run a business. Our philosophy is that of servant leadership: we serve not only the communities we live in but the advisors who support those communities. We don’t just build business relationships with our clients; we form long-term friendships where we know our clients like family and friends.
Compensation and Benefits Program:
We offer an attractive total compensation package for an advisor looking at building their own financial services practice:
- Opportunity for our Full Benefits package: (medical, dental, healthcare)
- Group life and disability income insurance
- Unlimited income potential with some of the highest top payouts in the industry
- Exceptional 401K plan
- Tuition Reimbursement program for professional designations and continuous learning
- Recognition and award programs including trips to desirable worldwide destinations!
*Transitional Financing is available based on prior production*
**To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209 (704) 942-8775 Summit Advisory Group is independent of ESI.
Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. not all packages are available to all representatives/agents.
