Summit Financial Resources Inc.
Career Opportnities

A letter from the Summit Team

Summit Financial Resources, Inc.

Summit Financial Resources, Inc., is committed to enhancing the organization's ability to provide outstanding opportunities to people interested in improving their lives and the lives of others.

Career OpportunitiesWe are currently seeking a few highly qualified candidates for challenging and rewarding positions within our company. Our employee development programs are designed to recruit, train, and retain the best and brightest individuals in our industry. Our health plans, salary structures, and compensation policies are very competitive. Our ongoing training in state of the art products and services give us the ability to continually provide cutting edge strategies to our clients.

As a result, our employment opportunities have become highly sought after by those who want to use their unique talents and abilities to make a real difference with their work.

Summit Financial Resources, Inc. founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals and business owners. Our client list includes successful business owners, Wall Street executives, members of the entertainment industry, high profile sports figures and high net worth individuals from all walks of life.

Success has made Summit a rapidly growing organization with hundreds of employees and thousands of clients. Our staff of financial planning professionals includes Certified Public Accountants, Tax Attorneys, Certified Financial Planners, Estate, Insurance and Benefits Consultants, Investment Advisers and supporting Administrative Personnel.

Furthermore, we are actively expanding our strategic alliances with individuals and firms that complement our financial planning services. If you believe your business complements our wide range of services -- and you believe in high ethical and quality standards -- we would like to hear from you. Everyone at Summit Financial Resources shares a common vision:

"To be the premier independent financial planning firm dedicated to the success and well being of our clients and our Summit team members."

Please do not hesitate to contact us with any questions, or to set up an appointment. We hope that soon, you will take the opportunity to visit our offices and experience Summit Financial Resources, Inc. in person.

Sincerely,

The Summit Team


For more information on Financial Consultant positions, and Strategic Alliances, please contact or forward your resume to; Frank Rinaldi, CLU, Executive Director of Talent Acquisition, frinaldi@sfr1.com.

For more information on Non-Sales Financial Planning Positions and Support Services, please contact or forward your resume to our Director of Human Resources; Barbara Phillips, bphillips@sfr1.com.

Correspondence and resumes can be mailed to our main office at:

Summit Financial Resources, Inc.
4 Campus Drive,
Parsippany, NJ 07054

 

 
 

 

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