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Summit Financial Partners Jobs (NOW HIRING)

Senior Financial Analyst

Maumelle, AR · On-site

$72K - $90K/yr

Summit was also recently named one of Forbes 2023 America's Best Small Employers. Summit is a ... Partnering with business leaders, responsibilities will include forecasting, budgeting, analysis ...

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

Finance Intern

Portage, MI · On-site

$16.75 - $21.75/hr

Summit Polymers is a leading, global supplier of automotive interior systems including consoles ... Coordinate with banking partners and internal leadership to facilitate the completion, execution ...

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Summit Financial Partners information

See salary details

$31.5K

$71.6K

$115K

How much do summit financial partners jobs pay per year?

As of Jun 6, 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 May 2026, with employment types broken down into 77% Full Time, 20% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Senior Financial Analyst

Senior Financial Analyst

Summit Utilities Inc

Maumelle, AR • On-site

$72K - $90K/yr

Full-time

Medical, Dental, Vision

Posted 16 days ago


Job description

Join our Growing Team and see why Summit Utilities, Inc was named as one of the Fastest Growing Denver Area Private Companies 2019 and 2020; Best Places to Work in Maine 2019, 2020, 2021, 2022 and 2023; and Best Places to Work in Arkansas 2020 and 2023, Oklahoma 2022 and 2023 and Missouri 2023. Summit was also recently named one of Forbes 2023 America’s Best Small Employers.

Summit is a growing natural gas utility company providing safe, reliable and clean burning natural gas service to homes and businesses in Arkansas, Colorado, Maine, Missouri and Oklahoma. Being part of the Summit team means embracing excellence, diversity and innovation, committing to safety each and every day, and doing all that we can to serve each other, our customers and the communities where we live. We aim to bring warmth and energy to everything we do.

We are pleased to offer an exciting opportunity for a Senior Financial Analyst to work in a hybrid capacity from one of our offices in Arkansas, or remotely from Texas.

POSITION SUMMARY

This position will serve a key role in supporting the FP&A activities at Summit Utilities, Inc. This position analyzes and projects financial effects associated with management decisions and changes in the business environment for use by other departments, senior management, and agencies external to the business unit.

Partnering with business leaders, responsibilities will include forecasting, budgeting, analysis, and reporting responsibilities for operations & maintenance.

PRIMARY DUTIES AND RESPONSIBILITIES

  • Strategic business partner to multiple functional groups able to communicate and educate stakeholders on financial performance, including variance analysis and KPI’s.
  • Assist in development of specific functional KPI reporting for departments across the company.
  • Collaborate in the creation of annual budget, quarterly forecasts, and 5-year financial plan.
  • Perform ad-hoc financial analysis or reporting tasks in support of the financial performance of the Company.
  • Provide required information to accounting and others on the FP&A team to facilitate monthly financial close and ongoing financial & operational reporting.
  • Validate and reconcile financial data across systems to ensure accuracy and consistency of financial reports.
  • Develop and implement continuous improvement measures in forecasting, budgeting, and KPI reporting.

EDUCATION AND WORK EXPERIENCE

  • 5-10 Years of Experience
  • Bachelor’s degree in finance or accounting
  • Energy/Utility industry experience is a plus.

KNOWLEDGE, SKILLS, ABILITIES

  • Business partnering mentality with high focus on customer service.
  • High attention to detail, strong organizational skills, and meticulous analytical capability
  • Strong competencies in forecasting and budgeting
  • Demonstrated success in consulting effectively with all levels of management including senior management. Must possess the ability to influence others without direct position power to earn credibility and trust.
  • Strong ability to take initiative and manage multiple projects successfully while maintaining an even-keel approach and commitment to deadlines.
  • Ability to conduct and interpret quantitative/qualitative analysis with the proven ability to communicate complex financial concepts and data in an understandable manner to all levels of the organization.
  • Highly proficient in all Microsoft Office suites of products (Word, Excel, PowerPoint, etc.).
  • Understanding of accounting standards (GAAP), FERC accounting, and general ledger of accounts.
  • Experience working with large datasets.
  • Experience with SAP, Oracle PBCS, Power BI, or Hyperion a plus.

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and/or skills required of all personnel so classified.

Summit offers competitive pay and medical/dental/vision and other benefits that provide flexibility, choice and support to our employees when they need it most. We understand that home and family are essential pieces of your life, and our benefits are designed to support you both at work and at home.

Summit Utilities, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status and will not be discriminated against on the basis of disability or veteran status.