Summit manages $2.4B in client assets. We are hiring associates to work alongside senior advisors — no CFP required to start. You will learn asset allocation, retirement planning, and business development from people who have been doing this for 20+ years. The path is: associate to advisor to branch manager. We pay a base salary while you build your book, then transition to fee-based compensation as you grow. We do not care where you went to school. We care whether you show up, do the work, and care about clients.
Series 65 license required (or willingness to obtain within 90 days). Comfortable having financial conversations with clients. Hungry to build a career, not just a job.