Analyst

Summit Financial Strategies • Columbus, OH

1d

About The Position

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to over 900 families. Operating since 1995, Summit manages over $2 billion in client assets. The firm focuses on the people behind the numbers and is seeking talented and motivated individuals to learn, grow, and be part of an exciting, forward-looking organization. Summit is well-established, growing, and known for its openness to innovative ideas and approaches, encouraging suggestions for service delivery and operational improvements. The Analyst position is an entry-level role within the Advisor career path, supporting lead advisors in delivering client services.

Requirements

• Bachelor’s Degree from an accredited college or university (preferably in Finance, Economics, Business, or a related field).
• Proficiency with Microsoft Office Word, Excel and Outlook required.
• Problem-solving ability, thoroughness, cautiousness, attention to detail.
• Strong written and verbal communication skills.
• Team player, professional, respectful in interactions with associates and clients.
• Takes initiative to research and resolve issues.
• Strict confidentiality of clients' information is a must.
• Demonstrated competency in financial planning, financial analysis, and investment research and strategies.
• Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs.

Responsibilities

• Coordinate with team members to provide consistent, effective client support and service.
• Ensure timely follow-up to client requests and act as a point of contact when the lead advisor is unavailable.
• Prepare financial statements and portfolio performance reports.
• Input basic tax data for income tax projections.
• Input basic data for cash flow and long-term retirement projections.
• Develop a basic understanding of the financial planning process.
• Strive to increase personal and professional development.
• Enroll in the CERTIFIED FINANCIAL PLANNER certification program after one year with Summit at the firm's expense.
• Support the long-term strategic plan and vision of the firm.
• Adhere to the firm's Core Values, Ground Rules, and Mission Statement.
• Utilize skillset on one of the firm's committees.
• Be viewed as a team player by associates.
• Treat all associates with a high level of respect.

Benefits

• Health insurance
• 401(k) plan
• Bonus participation after one year with Summit
• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level