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Summit Financial Partners Jobs (NOW HIRING)

Summit

Staff Accountant

$56K - $75K/yr

This role works closely with Finance and cross-functional partners to maintain reliable financial ... At Summit, our core values show up in how we make decisions, work together, and support our ...

Summit

Dir, Finance

Houston, TX · On-site

$150 - $195/hr

Summit Location: Houston , Texas (US-TX) The Role at a glance: We are seeking a strategic and results-driven Director of Finance to serve as a key financial business partner to our Corrections ...

Summit BHC

Facility CFO- Behavioral Health

Peak, SC

Facility CFO- Behavioral Health | Summit Healthcare Mgmt | Santa Teresa, New Mexico About the Job ... Works as a partner with the CEO and ensures that there is an open line of communication and ...

Summit Partners

Associate, Human Capital

Boston, MA · On-site

... including financial services, consumer, business services and industrial technology. These ... The Role Summit Partners is seeking an Associate, Human Capital to support the Talent team in ...

Summit Partners

Associate, Human Capital

Boston, MA · On-site

... including financial services, consumer, business services and industrial technology. These ... The Role Summit Partners is seeking an Associate, Human Capital to support the Talent team in ...

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Summit Financial Partners information

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$31.5K

$71.6K

$115K

How much do summit financial partners jobs pay per year?

As of Jul 22, 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:
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Summit Financial Partners jobs near you
Infographic showing various Summit Financial Partners job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Staff Accountant

Staff Accountant

Summit

Remote

$56K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago

Job description

At Summit, we build and operate the infrastructure behind some of the most critical applications in regulated industries. The work is complex, expectations are high, and the environments we support require precision and thoughtful execution.
We specialize in enterprise-class Application Hosting, Managed Services, and Cloud Solutions, with deep expertise in compliance, security, and performance. Our focus is simple: make the complex manageable and deliver technology that works - reliably, securely, and at scale.
Whether supporting customers directly or enabling the teams that do, every employee plays a role in delivering exceptional experiences and driving our success.
The Staff Accountant supports the accuracy and integrity of Summit's financial operations through month-end close activities, reconciliations, financial analysis, and day-to-day accounting support. This role works closely with Finance and cross-functional partners to maintain reliable financial records and support informed business decisions.
What You'll Do:
  • Prepare journal entries and support monthly close activities.
  • Perform general ledger analysis and account reconciliations.
  • Complete daily bank reconciliations and investigate discrepancies.
  • Support balance sheet reconciliations and financial reporting activities.
  • Assist with commission reviews in partnership with Sales Operations and People Operations.
  • Maintain fixed asset records, depreciation schedules, and related reporting.
  • Provide backup support for accounts payable processes.
  • Manage accounting-related credit card activity and documentation.
  • Identify opportunities to improve accounting processes and controls.
  • Support special projects and other accounting initiatives as needed.

What You'll Deliver:
  • Accurate and timely financial records and reporting.
  • Reliable reconciliations that support financial integrity.
  • Strong partnership with internal stakeholders across the business.
  • Well-maintained accounting documentation and audit support.
  • Continuous improvements to accounting processes and operational efficiency.

You'll Thrive in This Role If You:
  • Enjoy solving problems and working with complex financial information.
  • Have a strong attention to detail and commitment to accuracy.
  • Can balance multiple priorities and meet deadlines consistently.
  • Communicate effectively with both finance and non-finance audiences.
  • Take initiative and look for opportunities to improve processes.
  • Work independently while collaborating effectively across teams.

Bonus Points:
  • Bachelor's degree in Accounting.
  • 1-3 years of accounting experience.
  • Experience with NetSuite, QuickBooks, Sage, or similar accounting platforms.
  • Strong understanding of GAAP and accounting principles.
  • Advanced Microsoft Excel skills.
  • Experience supporting accounting functions in a technology or professional services environment.

How We Work at Summit
How you approach the work matters just as much as what you do. At Summit, our core values show up in how we make decisions, work together, and support our customers.
We build the infrastructure that keeps businesses running. We need people who take that seriously - and have fun doing it.
Our core values:
  • Empower our people
  • Constant elevation
  • Customer first
  • Focus on outcomes
  • Embrace curiosity

Benefits:
Summit offers a total rewards package designed to support you at work, at home, and everywhere in between. Here's a look at what's included:
  • Flexible Time Off (yes, really) - take what you need, we trust you to manage it
  • Medical, Dental & Vision - comprehensive coverage with HSA/HRA options
  • 401(k) with 4% match - we invest alongside you
  • Parental Leave - paid time for the moments that matter most
  • Life & Disability Insurance - built-in peace of mind
  • Wellness Support - resources for your mental and physical health
  • Free Colocation & Cloud Access - build and experiment in real environments
  • Work From Anywhere - remote-friendly by design
  • A low-ego, get-it-done culture - come as you are, do great work

Compensation:
The salary range for this role is $56,000 - $75,000 annually. Compensation for this role is based on experience, skills, and location. We aim to make offers that are fair, forward-looking, and aligned to both what you bring and where you're growing.
Internal candidates may see variations based on current role, compensation, and progression at Summit. Same thoughtful approach, just with additional context.
Summit is committed to a diverse and inclusive workplace. Summit is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
As part of this commitment, Summit will ensure that people with disabilities are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let us know.
The pay range for this role is:
56,000 - 75,000 USD per year (Remote (United States))

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