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© All Rights Reserved. ApplyBlast.com
Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals.
The Office Administrator supports the firm by overseeing daily administrative tasks and assisting staff to ensure smooth operations. This role involves managing client data, coordinating billing, and facilitating the onboarding of new clients. The position requires strong attention to detail and the ability to work independently within a collaborative team environment.
At Summit Financial, how we do business is built on TWO key foundations—We’re a fiduciary and a fee-only firm that only has your interests in mind.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals..
Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals. didn’t post a salary, so this is our estimate from similar listings.