Financial Planner Associate - Summiteer Financial

We are an experienced financial services team looking for an in-person team member to join us.  

The Financial Planner Associate position is a client service position who reports to the Financial Professional and is critical to leveraging the FinPro’s time. This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients and team members in a timely, efficient, and professional manner. 

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, proposals, report generation, appointment scheduling and post-meeting documentation
• Research investment and insurance products and pricing; prepare proposals and applications for annuity, life insurance, long term care insurance and disability insurance
• Maintain CRM database; Manage Client and Prospective Client Workflow and...