Experienced Advisor
Company: Summit Advisory Group
Location: Lexington
Posted on: January 27, 2023
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Job Description:
Summit Advisory Group - Summit Advisory Group is an open
architect financial services firm that allows you to own your book
of business and receive the support and benefits from an
experienced, dedicated team of professionals.
Our Financial Advisors are constantly looking to help their clients
with all their financial services needs, including wealth, income,
education, and retirement planning. Through our hands-on training
and planning process, we teach our advisors to identify their
clients' goals and develop a personalized plan utilizing a wide
range of insurance and investment solutions.
What makes us different from other firms?
The mission here at Summit Advisory Group is different from that of
our competitors who feel pushing product sales and client financial
security is the way to run a business. Our philosophy is that of
servant leadership: we serve not only the communities we live in
but the advisors who support those communities. We don't just build
business relationships with our clients; we form long-term
friendships where we know our clients like family and friends.
Compensation and Benefits Program:
We offer an attractive total compensation package for an advisor
looking at building their own financial services practice:
*Transitional Financing is available based on prior production*
**To offer securities and investment advisory services, candidates
must become Registered Representatives and Investment Adviser
Representatives of Equity Services Inc. (ESI), Member FINRA/SIPC,
5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209 (704) 942-8775
Summit Advisory Group is independent of ESI.
Compensation, benefits and incentive programs are based on various
levels of production, years of practice and licensing. not all
packages are available to all representatives/agents.
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Keywords: Summit Advisory Group, Columbia , Experienced Advisor, Other , Lexington, South Carolina
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