We’re Hiring – Financial Planner

January 22, 2024 | Category: Articles Summit Sounds Off

We're hiring!

Summit Financial Group, LLC, a thriving wealth management firm in San Ramon, CA, is seeking a passionate and detail-oriented Financial Planner to join our dynamic Advisor Resource Center. In this role, you’ll play a pivotal part in shaping the financial futures of our clients by building comprehensive and personalized financial plans.

Key Responsibilities:

Financial Planning:

• Research and compile information for client financial plans.
• Analyze client data including income, expenses, debts, and assets.
• Create comprehensive financial plans considering:
-Retirement projections and needs.
-Optimal asset allocation strategies.
-Educational funding strategies.
-Insurance coverage recommendations.
-Estate planning considerations.
• Maintain up-to-date knowledge of financial products and regulations.
• Adhere to ethical and professional standards.

Collaboration and Communication:

• Work with other Planners and Advisors on client cases.
• Collaborate on the creation of executive summaries for clients:
-Summarizing client goals and financial situation.
-Outlining recommended financial strategies.
-Communicating recommendations clearly and concisely.

Ideal Candidate Profile:

• Bachelor’s degree in finance, business, or a related field.
• Minimum 1 year of financial planning experience.
• Securities licensed under current requirements: SIE, Series 7, 66 (or 63/65), and Life & Health (or ability to obtain within 3-6 months).
• Started coursework or strong desire to pursue CFP® certification.
• Proficient in financial planning software like eMoney or MoneyGuide Pro.
• Masterful communicator with exceptional written and verbal skills.
• Thrives in a fast-paced, collaborative, and results-oriented environment.
• Understands the financial planning process and fiduciary standards.

Why Summit Financial Group, LLC?

We’re more than just a company; we’re a team bound by a shared purpose: enriching lives. We work hard, celebrate wins together, and believe in doing the right thing for our clients, our colleagues, and our community. If you’re driven by making a lasting impact, Summit might just be your perfect fit.

Ready to join us? Submit your resume and cover letter today! We can’t wait to hear from you.


Please send your resume to: [email protected]

TR# 391383 DOFU 1-2024