Join Summit Solutions as an Executive Assistant and be the driving force behind our mission to empower individuals and families with financial clarity and confidence. You'll partner closely with a seasoned Financial Advisor, providing personalized support that enhances both client experiences and our advisor's productivity. By managing daily activities, coordinating client communications, and overseeing scheduling, you'll play a pivotal role in ensuring smooth operations and impactful client interactions. This position is perfect for someone who thrives in a supportive, purpose-driven environment and enjoys building meaningful relationships.
At Summit Solutions, we value growth and encourage professional development within the financial services industry. We offer both full-time and part-time opportunities, with flexible scheduling based on your availability. Your attention to detail and proactive approach will help us deliver exceptional service, making a real difference in clients' lives. If you're organized, communicative, and ready to take ownership of your responsibilities, let's work together to shape brighter futures.
$74,500
Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.
We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.
Executive Assistant • Riverside, CA, US
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