More jobs:
Driven Associate Financial Advisor; Mentored Path
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-07-01
Listing for:
Summit Financial Group, LLC
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Summit Financial Group, LLC seeks an Associate Advisor to partner closely with Senior Advisors in delivering exceptional client experiences. This position involves detailed client service, financial planning execution, and skills development for long-term growth in wealth management.
The ideal candidate should be motivated by growth, detail-oriented, and eager to learn, with a Bachelor's degree or equivalent experience. The role offers a supportive environment and competitive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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