Inexperienced Financial Representative

  • Full-Time
  • Lexington, SC
  • Summit Advisory Group
  • Posted 2 years ago – Accepting applications
Job Description

Are you looking to be financially rewarded for your hard work?

Do you aspire to make a positive impact in people’s lives every day?

Do you want a company that values your independence and opinions?

Come join us!

Summit Advisory Group, headquartered in Charlotte, NC, is setting a new standard in the industry. Summit Advisory Group is a forward-thinking firm that allows you to own your book of business and receive the support and benefits from an experienced, dedicated team of professionals. As you work hard to achieve the goals of your clients, the team at Summit Advisory Group will work hard to help you achieve your business and professional goals.

So how do we help your practice grow?

By being all about the Financial Services Representative! For new and experienced professionals, we offer continuous group training, one-on-one development planning, state-of-the-art training programs, referral-base approach classes, marketing seminars, and more! What makes us unique in our trainings is that they are all based around the individual working in that market, not a general layout for a group of agents throughout the country. Growth is continuous, so we always have something new and exciting to teach you to help you continue to grow your practice.

What are some of the benefits of working for us?

  • Unlimited income potential with some of the top payouts in the industry
  • Opportunity for full benefits package (medical, dental, life, healthcare, and pension)
  • Great 401K plan
  • Tuition Reimbursement program for professional designations
  • Recognition and award programs including trips to desirable worldwide destinations!

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) 554-6404. 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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