Jobs at Summit Financial Resources, Inc.

About the Company Since 1982 Summit Financial Resources, Inc. has been providing comprehensive financial planning and wealth management services to high net worth individuals and successful businesses. Today it is one of the preeminent independent financial planning firms in the country as a result of its unique approach to servicing the needs of affluent clients. About the Opportunity Summit Fina...
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Summit Financial Resources, Inc., a professional financial planning and wealth management firm, is seeking an experienced Analyst/Para-Planner to join the support team of their leading investment advisor. Responsibilities include: Collect and analyze data Assist in the design of financial plans Prepare the advisor for client meetings Process investment transactions and service accounts for high ne...
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