Clone of Summit Wealth Strategies

Full Name* This field is required.

First Name

Last Name

Where are you located?* This field is required.City, State, Timzone

Email* This field is required.

example@example.com

Phone Number* This field is required.

How many years of experience do you have in wealth management or financial services?* This field is required.

Have you previously worked in wealth management, financial planning, an RIA, brokerage, insurance, or another financial-services environment?* This field is required.

Briefly describe your current or most recent role and the primary responsibilities you owned.

Which areas do you have hands-on experience with?* This field is required.

Client service

Prospect follow-up

Client onboarding

Meeting preparation

Account transfers and distributions

CRM and pipeline management

Prospect or lead follow-up

Advisor support

Building workflows and processes

Asset transfers

Managing or coordinating other team members

Office administration

What has caused you to leave your previous two positions?* This field is required.

What is the longest you've stayed with one employer, and what made you stay?* This field is required.

What CRM, financial planning, or wealth management platforms have you worked with?* This field is required.

Have you worked directly with a financial advisor, business owner, or senior executive in a client-facing environment?* This field is required.

Which of the following systems have you previously used?* This field is required.

Google Workspace

Microsoft Office

Orion

Redtail CRM

Financial planning software

Project/task management software

GoHighLevel

Another CRM

How comfortable are you communicating directly with clients regarding follow-ups, documents, scheduling, and service requests?* This field is required.Very comfortable — this has been a regular part of my role Comfortable — I have some experience with this Limited experience, but comfortable learning I prefer primarily internal/administrative work

Have you been responsible for managing multiple client or prospect follow-ups at the same time?* This field is required.If yes, approximately how many clients or prospects were you managing at once?

Loom Video — 3–5 Minutes* This field is required.Please record a short Loom video answering the following: Tell us briefly about yourself and your professional background, focusing on the experience most relevant to this role. Tell us about a time you took ownership or “managed up” to keep an advisor, executive, or business owner organized and ensure something got done. Why are you interested in this opportunity, and what are you looking to grow into next? Please paste your Loom link below and make sure anyone with the link can view it.

Tell us about a process or system you built or improved in a previous role. What was the problem, what did you change, and what was the result?* This field is required.

Which statement best describes how you prefer to work?* This field is required.

I prefer receiving detailed instructions before beginning most tasks.

I work best with clear systems and expectations, but I'm comfortable determining the next steps independently.

I prefer significant autonomy and typically create my own processes and approach.

What does exceptional client service mean to you?* This field is required.

Tell us about something you took ownership of in a previous role that went beyond what was originally expected of you.* This field is required.

Imagine you notice that an important prospect has not received a promised follow-up. The advisor is busy, and no one has specifically assigned the task to you. What would you do?* This field is required.

How comfortable are you holding an advisor, founder, or senior executive accountable for decisions or actions they need to complete?* This field is required.1 — Not comfortable 2 3 4 5 — Very comfortable

Give an example of a time you had to “manage up” to keep an advisor, executive, or business owner organized and on track.* This field is required.

What are you looking for in your next role that would make you want to stay with a company for the next 3–5 years?* This field is required.

What type of executive or manager brings out your best work?* This field is required.

Imagine you've been working with us for six months and you feel like accepting this position was a great career decision. What would need to be true for you to feel that way?* This field is required.

What are your salary expectations for your next position?* This field is required.

If selected, how soon would you be available to start?* This field is required.

Do you currently hold any financial-services licenses?* This field is required.Life & Health Insurance Series 65 Series 66 Other FINRA/NASAA license Other insurance license No current licenses

Are you willing to obtain relevant licensing if required for the position?* This field is required.Fully covered by the firm!

Are you currently located in, or open to working in, the Scottsdale/Phoenix area in a hybrid capacity?* This field is required.Fully covered by the firm!

Which working arrangement would you be available for?* This field is required.Scottsdale/Phoenix hybrid Scottsdale/Phoenix in-office Remote within Arizona Remote within a Western U.S. time zone Other

Is there anything else you'd like us to know about you?

Resume

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