ZipRecruiter

Log In

1

Summit Financial Partners Jobs (NOW HIRING)

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union ...

next page

Showing results 1-20

All JobsSummit Financial Partners Jobs

Summit Financial Partners information

See salary details

$31.5K

$71.6K

$115K

How much do summit financial partners jobs pay per year?

As of Jul 1, 2026, the average yearly pay for summit financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is the typical team structure and collaboration style at Summit Financial Partners?

At Summit Financial Partners, teams are typically organized by client segment or specialty area, such as wealth management, retirement planning, or corporate benefits. Collaboration is highly valued, with financial advisors, analysts, and support staff working closely together to develop and implement client strategies. Regular team meetings, open communication channels, and mentorship from senior advisors help foster a supportive environment where new hires can learn and grow. This structure allows for knowledge sharing and ensures clients receive comprehensive, well-rounded financial guidance.

What is the difference between Summit Financial Partners vs Financial Advisor?

AspectSummit Financial PartnersFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentFinancial firms, client offices, or remoteFinancial firms, client offices, or remote
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Summit Financial Partners and Financial Advisors both operate within the financial services industry, often requiring similar credentials like CFP or CFA. While Summit Financial Partners may focus on specific client segments or services, Financial Advisors generally provide personalized financial planning and investment advice. Both roles typically work in similar environments, serving clients in wealth management and financial planning.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Summit Financial Partners, and why are they important?

To thrive as a Financial Advisor, you generally need a solid background in finance, economics, or a related field, often supported by a bachelor's degree and relevant licenses such as Series 7 or CFP certification. Proficiency with financial planning software, CRM systems, and investment analysis tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help advisors build trust with clients. These skills and qualities are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client relationships.

What is Summit Financial Partners?

Summit Financial Partners is a financial services firm that provides personalized financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their advisors work with clients to develop strategies to achieve financial goals, manage risk, and plan for the future. They may also offer services such as tax planning, estate planning, and insurance solutions, depending on client needs. Summit Financial Partners aims to provide comprehensive and tailored financial advice to help clients build and protect their wealth.
More about Summit Financial Partners jobs
What cities are hiring for Summit Financial Partners jobs? Cities with the most Summit Financial Partners job openings:
What states have the most Summit Financial Partners jobs? States with the most job openings for Summit Financial Partners jobs include:
What job categories do people searching Summit Financial Partners jobs look for? The top searched job categories for Summit Financial Partners jobs are:
Summit Financial Partners jobs near you
Client Associate - Financial Services

Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Perkasie, PA • On-site

$45K - $55K/yr

Full-time

Posted 4 days ago

Job description

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
·       Demonstrates strong leadership and office management skills
·       Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
·       Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
·       Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
·       Develops, promotes, and executes best practices for the day-to-day operation of the office
·       Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
·       Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
·       Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
·       Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
·       Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
·       Must be willing to obtain the Series 65 and Insurance Life/Health licenses 
·       Knowledge of investment and banking products, policies & procedures
·       Strong client service & technical skills (MS Word & Excel and CRM)
·       Strong communication, time management and organizational skills
·       Excellent attention to detail is a must for processing financial documents
·       Knowledge of investment and annuity systems highly preferred
·       Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team