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Summit Financial Partners Jobs (NOW HIRING)

Dir, Finance

Houston, TX · On-site

$150K - $195K/yr

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 ...

Dir, Finance

Houston, TX

$150K - $195K/yr

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 ...

North America, United States, New Jersey, Summit Work Location: Hybrid What you will do The Lead ... This role serves as a trusted finance partner to senior finance and business leaders, leading ...

Anesthesiology- Summit, WI

Summit, WI · On-site

$404K/yr

Robust support system of partners, anesthesia techs, anesthesia aides, and APPs * Join the nation ... other financial wellness programs * Flexible spending accounts for eligible health care and ...

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Financial Planning Consultant

Summit, NJ · On-site

$65K - $80K/yr

Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt ... Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment ...

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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:
What states have the most Summit Financial Partners jobs? States with the most job openings for Summit Financial Partners jobs include:
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.

Finance Business Partner - North America

Sea To Summit Pty Ltd

Broomfield, CO

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

Company Description

Sea to Summit is an award-winning Australian brand in the outdoor industry. We design, manufacture, and distribute innovative, meticulously engineered outdoor equipment for adventures at every altitude.
Sea to Summit was established in 1990. As an expanding global brand, we currently have offices in Australia, North America, Germany, Switzerland, Norway and China. We are a motivated group of experienced, creative, and forward-thinking professionals. We are connected by our shared passion to create frictionless gear so you can enjoy limitless adventures.
Our promise is to be your relentless ally in every adventure.

Job Description

We are seeking a Finance Business Partner to join the North America business at Sea to Summit. This role is a true commercial co-pilot , partnering closely with the Generating Demand team, Sales, Marketing and Category to drive commercially sound, profitable decision-making across the region. Rather than acting as a financial controller, this role embeds alongside the commercial teams to shape strategy, challenge assumptions, and translate financial insight into stronger pricing, investment and growth decisions.

Working hand-in-hand with the President, North America and commercial leaders, the Finance Business Partner brings analytical expertise, forecasting and scenario modeling to the point of decision, helping steer the P&L toward profitable growth. The purpose of this role is to empower Sales, Marketing and Category to make strong financial decisions, foster commercial accountability, and deliver value-added insight that enhances overall business performance.

Main duties and responsibilities

  • Developing and managing accurate financial forecasts, budgets, and long-term plans aligned with regional and global business objectives.
  • Analyzing financial performance against forecasts, highlighting trends, risks, and opportunities.
  • Collaborating with the President, North America and commercial leaders across Sales, Marketing and Category to provide financial insights that drive strategic decision-making and profitable growth.
  • Acting as a commercial co-pilot, interpreting data to provide stronger commercial decisions and profitability improvements. Preparing and deliver timely, accurate, and insightful financial reports for the North America region and ensuring compliance with local regulatory requirements, accounting standards, and company policies.
  • Partnering with Sales, Marketing and Category to evaluate the commercial and financial impact of pricing, promotion, range and channel decisions.
  • Building the financial business case for demand-generation initiatives, quantifying expected return on investment, margin and payback.
  • Providing commercial teams with clear, decision-ready analysis so they can make strong, profitable financial choices at speed.
  • Challenging commercial assumptions and steer trade-offs to protect and grow gross margin across North American markets.
  • Conducting financial evaluations for regional projects, investments, and new business opportunities and providing recommendations to ensure alignment with strategic goals and financial viability.
  • Identifying and implementing process improvements to streamline financial operations and enhance data accuracy. Monitoring and managing financial risks, including currency fluctuations, market changes, and compliance risks specific to the North America region.
  • Building strong relationships with key stakeholders across the North America region and ELT, fostering collaboration and trust.
  • Presenting financial analyses and business insights to leadership teams and global finance counterparts.
Qualifications
  • Bachelor’s Degree in Finance/ Accounting or other relevant field is required
  • Professional accounting qualification (e.g., CPA, CMA, or equivalent)
  • 5-7 years of experience in commercial finance or finance business partnering, ideally supporting sales, marketing or commercial teams
  • Hands-on experience in managing budgets, forecasts, and variance analysis.
  • Proven ability to manage costs, identify savings opportunities, and improve profitability.
  • Past customer exposure, with experience partnering with or supporting customer-facing, sales or commercial teams.
  • Background in the outdoor, sporting goods or adventure-gear industry is a strong plus.
  • Strong understanding of financial analysis, budgeting, forecasting, and reporting.
  • Ability to align financial strategies with business objectives and provide actionable insights to drive growth and proficiency in analyzing large datasets to identify trends, risks, and opportunities for decision-making.
  • Familiarity with North America-specific regulations, tax laws, and financial reporting standards (including US GAAP and relevant federal and state regulatory requirements across North American markets).
  • Expertise in financial software (e.g., SAP, Power BI, Microsoft Dynamics, or regional ERP systems) and advanced Excel skills.

Additional Information

Why Sea to Summit?

Annual USD $130K - 160K

This is a full-time, office-based position located in Broomfield, Colorado. This position comes with a comprehensive benefits package including health insurance (medical, dental, vision), retirement match, employee assistance programmes, paid time off, community service leave, paid holidays, wellness stipend, gear allowance, and some other great perks.

If you’re passionate about people and thrive in a dynamic environment, we’d love to hear from you.

Equal Opportunity Employer

Sea to Summit is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. We are an Equal Opportunity Employer and do not discriminate on the basis of race, colour, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

NOTE: This job posting is not intended to be an exhaustive list of all duties, responsibilities, or qualification associated with the job. The successful candidate will be expected to perform all functions from administrative processing to leading change initiatives.