Assistant Ria Firm Jobs Near Me

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. We can help move your career from now to next.

Position Description

• Assist paraplanners and staff financial advisors in preparing deliverables for client meetings by using portfolio management software and CRM systems
  
• Gain invaluable knowledge and exposure to the financial planning industry by working alongside experienced advisors

Responsibilities

• Generate client deliverables
  
• Work with associates to create reports and materials used in client meetings
• Generate and analyze portfolio performance reports, gain/loss, current position information, etc.
• General Office Duties

Education

• Currently enrolled junior or senior in college or recent college graduate
  
• GPA 3.0 or higher
  
• Major in financial planning, consumer and family financial services, finance, economics, math, or accounting

Computer Skills

• Superior understanding of Microsoft Office Suite
  
• Software knowledge in addition to Microsoft Office is a plus

Investment and Industry Research/Projects

• Complete research projects on various topicsin the financial planning industry
  
• Evaluate industry trends
• eMoney software case study

Terms

• Internships are typically 12 weeks in length and pay $17 per hour.
  
• Due to the sensitivity of all client information, Summit will perform background and credit checks on all candidates
• Candidates will be asked to sign a confidentiality agreement.
• This position is an in-person role. Maximum 20 hours per week.
  

How to Apply

This position is open immediately and until filled. No phone calls please.

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com