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Summit Technologies
Summit Technologies

63 Summit Technologies Financial Services Jobs Hiring Near You

Baystate Financial

Wealth Advisor

West Hartford, CT

$80K - $100K/yr

Marketing + technology power - so you stay focused on growth, not admin * Top Producer recognition ... financial planning services firms in New England. Baystate Financial is comprised of a team of over ...

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... use technology-enabled tools, including artificial intelligence (AI), to assist with certain ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... Ability to learn and adapt to new computer programs, software and technology while welcoming change ...

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... use technology-enabled tools, including artificial intelligence (AI), to assist with certain ...

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... use technology-enabled tools, including artificial intelligence (AI), to assist with certain ...

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Summit Technologies Jobs Information

What are the most popular job types at Summit Technologies?

    What are the most popular jobs at Summit Technologies?

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    Infographic showing various Financial Services job openings at Summit Technologies in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 99% Physical, and 1% Remote job distribution.

    Financial Services Professional

    Fifth Avenue Financial

    Manhattan, NY • Remote

    Full-time

    Re-posted 4 days ago

    Job description

    Fifth Avenue Financial, a MassMutual firm, is seeking Financial Services Professionals to join our team. Our most successful professionals have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based.


    As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information.

    Please click this link to complete it: https://assessment.predictiveindex.com/bo/7B44/FinancialAdvisor_Jul2026_133931


    Job Responsibilities:

    • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives

    • Analyze customer financial situations and provide tailored financial services and insurance products

    • Develop customized financial plans for clients that are tailored to their specific goals and objectives

    • Monitor markets, research financial products, and stay updated with new developments in the financial sector

    • Provide customer service to current and potential MassMutual customers

    Desired Qualifications:

    • Bachelor’s degree in a related field such as finance, accounting, or economics

    • Internship or some experience in the Financial Services industry

    • Strong customer service, communication, and presentation skills

    • Excellent verbal and written communication skills

    • Good knowledge of risk management and investment strategies

    Nice-to-haves:

    • Life, Accident, Health resident license

    • Knowledge and proficiency in the use of CRM software and financial data analysis tools

    • Strong organizational and time management skills

    • Ability to multitask and prioritize

    • Proficiency in MS Office


    Licensing:

    If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.


    #LI-FAF