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Job Details

Position Information

Title  Paid Intern
Description  Summit Financial Resources, Inc is an independent planning financial firm that specializes in all aspects of personal planning for high net-worth individuals and business
planning for small to mid-size companies. We seek self-motivated students or recent graduates to work on a part time basis to assist the Co-Founder of the firm’s
professional team to implement and maintain prospects and client relationships. The job consists of supporting the staff in various areas such as marketing,
communications, client management, financial analysis, and administrative work. To qualify for this position, a candidate must have a strong background in writing,
organization, and Excel, as well as a desire to grow on both a personal and professional level. A good work ethic is also essential.
Responsibilities could include:
• Writing articles
• Researching software, programs, and planning solutions online
• Creating financial analysis and reports (Excel, Morningstar, Insurance Applications)
• Marketing and communication in order to grow the business
• Working alongside the company’s principles, attorneys, CPA’s, investment analysts who hold the Chartered Financial Analyst® designation, and financial planners who
hold the CERTIFIED FINANCIAL PLANNER™ certification.

Instruction and guidance on these tasks will be provided. We look forward to working with coachable and motivated individuals eager to learn about the financial services
industry.
Required 
Skills 
See job description.
Preferred 
Application 
Method 
Email

Hiring Organization

Name  Summit Financial Resources, Inc.
Description  Since 1982, Summit Financial Resources, Inc. has been providing comprehensive financial planning and wealth management services to high net worth individuals and
successful businesses. Today it is one of the preeminent independent financial planning firms in the country, as a result of its unique approach to servicing the needs of
affluent clients. Summit's Advisors are independent, entrepreneurial businessmen and women intent on fully servicing their clients. As members of the Summit Team, they
complement their skills by taking advantage of Summit's platform of support services, such as legal, tax, insurance, investments, financial planning and marketing support.
Our firm's independence, reputation and support platform offer great opportunities: to attract and maximally serve an affluent client base, to deliver a diverse array of
products and services—including premium planning, insurance, and investment solutions—and to reap substantial personal and financial rewards in the process. Summit
Financial Resources, Inc always seeks to foster relationships with individuals who yearn to grow in the planning business. We are interested in actively expanding strategic
alliances with individuals who complement our approach to fully serve clients with comprehensive financial planning.
Industry  Finance / Banking Financial Services and Planning

Hiring Contact Information

Name  Patricia Wilkinson
Title  Administrative Assistant
Email 
Address 
pwilkinson@sfr1.com
Mailing 
Address 
Summit Financial Resources, Inc.
4 Campus Drive
Parsippany NJ 07054
Phone 
Number 
973-285-3712

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