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Summit Financial Partners Jobs in California (NOW HIRING)

USPI, INC.

X-Ray Technician

Fresno, CA · On-site

$32 - $50/hr

X-Ray Technician Summit Surgical Center in Fresno, CA is hiring a X-Ray Technician Part Time ... Flexible financial benefits including FSAs and HSAs * 401(k) and access to retirement planning

Elior North America

Mgr, Commissary - NEX

Santa Rosa, CA · On-site

$30/hr

Summit Location: Santa Rosa , California (US-CA) The Role at a glance: We are looking to add a ... Accurately report financial results per Company protocol. * Accurately maintain proper inventory ...

Elior North America

Mgr, Commissary - NEX

Santa Rosa, CA · On-site

$30/hr

Summit Location: Santa Rosa , California (US-CA) The Role at a glance: We are looking to add a ... Accurately report financial results per Company protocol. * Accurately maintain proper inventory ...

BOK Financial

Relationship Manager IV - CRE Bkg

Irvine, CA · On-site

$175K - $275K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We have an annual department summit outside the office so everyone can network, talk about our ...

BOK Financial

Relationship Manager IV - CRE Bkg

Irvine, CA · On-site

$175K - $275K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We have an annual department summit outside the office so everyone can network, talk about our ...

USPI, INC.

Surgical/Scrub Technician

Fresno, CA · On-site

$27.58 - $33.79/hr

Welcome to Summit Surgical. We believe health and care are inseparable. We focus on offering a high ... Flexible financial benefits including FSAs and HSAs * 401(k) and access to retirement planning

New

Snowflake

Director, Event Partnerships

Menlo Park, CA · On-site

$150 - $200/hr

Snowflake Summit, Snowflake World Tours, and the Data for Breakfast series. What You'll Do * Own ... Partner with finance and leadership to set revenue targets, manage forecasting, handle custom ...

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Summit Financial Partners information

See California salary details

$31.1K

$70.7K

$113.5K

How much do summit financial partners jobs pay per year?

As of Aug 14, 2026, the average yearly pay for summit financial partners in California is $70,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,800.00 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.

What are popular job titles related to Summit Financial Partners jobs in California?

For Summit Financial Partners jobs in California, the most frequently searched job titles are:

What job categories do people searching Summit Financial Partners jobs in California look for?

The top searched job categories for Summit Financial Partners jobs in California are:

What cities in California are hiring for Summit Financial Partners jobs?

Cities in California with the most Summit Financial Partners job openings:

Summit Financial Partners jobs near you
Infographic showing various Summit Financial Partners job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,689 per year, or $34 per hour.

Travel General Manager - California

Summit School Services

Irvine, CA • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description


Summit School Services companies share a strong commitment to provide the highest level of transportation safety, quality transportation, outstanding customer service and positive employee relations. Our corporate headquarters, located in Warrenville, Illinois, houses the administrative and corporate support functions for the organization. Our 250+ local customer service centers (CSCs) are supported by regional operations teams located throughout North America.
RESPONSIBILITIES:
LEADERSHIP
  • Collaborates with company leaders to understand overall business goals and creates a CSC operating plan to support these objectives.
  • Ensures the CSC is a "customer-centric" team that is focused on building strong and effective partnerships with local businesses, vendors, other CSCs and corporate teams which focuses on top-quality service.
  • Recruits, selects, trains, coaches and counsels CSC employees in an effort to best resource the CSC to meet schedules and goals.
  • Develops CSC plans and priorities to address resource and operational challenges as guided by the Regional Manager and company standard operating procedures and policies.
  • Communicates company values, strategies and objectives in an effort to share information and while encouraging feedback and input.
  • Directs, coaches and develops CSC staff including Operations Supervisor, Dispatcher, Router, Office Administrator, Driver Maintenance, Charter Coordinator and Safety Supervisor to obtain the required skills and abilities to act independently in their job assignments.
  • Builds company image by collaborating with customers, government, community organizations, and employees while demonstrating strong and ethical business practices.
  • Coordinates start-up of assigned new contracts.
  • Provides expertise in utilization of automated systems and other Company software.
  • Exhibits the highest ethical best practices and personal integrity; Shares concerns about suspicious or inappropriate behavior with their supervisor or manager.
  • Other duties as assigned

SAFETY
  • Monitors and evaluates CSCs to ensure a safe environment while providing a high quality of service.
  • Identifies key safety issues affecting the safety of passengers and employees and takes corrective action to resolve these concerns to ensure the SCS performs to expected levels and standards.
  • Promotes commitment to the Company's risk management and quality programs which encourages quality service, safety and housekeeping awareness at all employee levels.
  • Guides CSC personnel in how to handle crisis situations to maintain the Company's service standard.

CUSTOMER RELATIONS
  • Meets with school district administrators to review service quality and performance.
  • Enhances and builds on current customer relationships to ensure customer retention.
  • Aggressively pursues new business opportunities (tuck-ins, commercial charter, shuttles, etc.) in the local market.
  • Builds strong relationships to provide high-level support and advice to internal and external stakeholders.

FINANCIAL
  • Responsible for knowledge of CSC contracts, finances and operational requirements.
  • Review budgets and develop the annual operating plan business review.
  • Develop short and long-range business plans to increase incremental business, revenues and margins.
  • Employs strong negotiation skills to support renewal and retention of customer contracts.
  • Approve all expenditures in accord with company guidelines.

The salary range is $100,000 - $120,000 annually.
Qualifications
REQUIREMENTS:
  • Education: Bachelor's degree in business administration, management or related field or 10-12 years of comparable experience; MBA preferred
  • Years of Work Experience: At least 3 years of supervisory experience and P&L oversight
  • Ability to travel up to 90%
  • Responds appropriately to unanticipated events to ensure excellence in customer service.
  • Practices sound analytical and problem solving skills to expeditiously identify, analyze and resolve emergent issues
  • Investigates claims and incidents of questionable conduct, accidents etc.
  • Displays effective oral and written communication skills to promote quality services to existing and potential customers

Summit School Services has a zero-tolerance policy on conduct that is incompatible with its policies and values, including sexual exploitation and abuse, harassment, abuse of authority, and discrimination. Summit School Services is committed to promoting the protection and safeguarding of all children and passengers.
We offer medical, dental, vision, basic life insurance coverage, holiday pay, and PTO accrual. Additionally, employees are able to enroll in a retirement savings plan.
At Summit School Services our goal is to be a diverse workforce that is representative of the communities we serve. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.
Summit School Services LLC's independent subsidiaries and affiliates are an equal employment opportunity (EEO) employer
The pay rate range, along with most all of the other terms and conditions of employment, vary between different sites, geographical markets, customer/ contractual terms and positions.

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