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Summit Financial Partners Jobs (NOW HIRING)

Dir, Finance

Houston, TX ยท 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 ยท 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 ...

Throughout our partnership with you, we will excel at providing friendly personal attention and ... This experience also offers lucrative financial rewards, including competitive wages and ...

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Financial Planning Consultant

Summit, NJ ยท 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 2, 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.
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What states have the most Summit Financial Partners jobs? States with the most job openings for Summit Financial Partners jobs include:
Internal Medicine Physician - Summit Medical Group on Parkwest

Internal Medicine Physician - Summit Medical Group on Parkwest

Summit Medical Group

Knoxville, TN โ€ข On-site

Other

Medical, Dental, Vision, Retirement

Posted 21 days ago


Job description

About Our Career OpportunitySummit Medical Group, East Tennessee's largest primary care organization, is seeking to hire a dedicated Internal Medicine Physician to join our team at Summit Medical Group on Parkwest.Candidates should be board certified or board eligible.
With more than 526 providers at 90 locations, Summit Medical Group is not only the largest primary care organization in East Tennessee, but is also independent from insurers, hospital systems, and financial investors. Our like-minded physicians fiercely value our independence, and thus their enhanced work-life balance through our extensive administrative support and resources!
Our organization is well-equipped with state-of-the-art facilities, including four diagnostic centers, mobile diagnostic services, eight physical therapy centers, four express clinics, central laboratory, and sleep services center. Our primary focus is on providing comprehensive and personalized healthcare services to individuals and families in the community.
As a Physician with Summit Medical Group, you will play a vital role in the well-being of our patients by delivering exceptional medical care, fostering positive patient relationships, and promoting preventive health practices. You will work collaboratively with a dynamic healthcare team to ensure the provision of comprehensive primary care services. Please consider joining our physician-owned and physician-governed organization that has been nationally recognized for quality performance!
Candidates are eligible for:
  • Highly competitive annual salary with excellent quarterly bonus potential
  • Initial recruiting bonus, relocation assistance, and annual Continuing Medical Education allowance
  • Generous 401(k) retirement match, safe harbor contribution, and profit sharing
  • Eligibility for comprehensive health, dental, and vision insurance. As well as long-term and short-term disability insurance plans. FSA, HSA, Dependent Care
  • Fully paid malpractice insurance
  • Potential for future partnership or ownership

Summit Medical Group is East Tennessee's largest primary care organization with more than 526 providers at 90 practice locations in 23 counties. Summit also consists of four diagnostic centers, mobile diagnostic services, eight physical therapy centers, four express clinics, central laboratory, and sleep services center. Summit provides healthcare services to more than 370,000 patients, averaging over one million encounters annually. For more information, visit www.summitmedical.com
In addition to our commitment to the health of our community, our organization is also committed to the health of our employees through our employee Wellness Program. Employees receive a discounted monthly insurance premium if they actively participate in the wellness program. Pre-employment drug testing will occur prior to starting work and only candidates who pass the drug test will be considered eligible for employment.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.