Find out why Summit Wealth Group has been named to Inc Magazine's Best Workplaces in America for 2022!

We are thrilled that you are considering joining the Summit Wealth Group team. Our company culture starts with a unique outlook we have towards the finance industry. 

Most advisory firms are in the business of building wealth and managing investments for their clients. At Summit, it’s more than that. We are in this business to help our clients find confidence in their financial journey, become confident decision-makers, identify their life purpose, and use their increased capacity to unlock their full potential to create positive change in this world.

This cosmic shift in the way we approach our industry is more than just a different way of thinking. It is a rally cry – a purpose-driven concept to unite our team behind.

When our employees understand the profound impact they can make in someone’s life and in our communities, it cultivates a deep sense of purpose that drives our company culture. We are not simply employees in corporate America, we are on a mission to create positive change in this world – and that is invigorating for anyone who works at Summit.

Having been recognized in 2022 by Inc Magazine as one of the best workplaces in America and the Gazette for being the “Best Small Business Workplace for 2021”, people are realizing just how special it is to work at Summit.

This drive, determination, and energy we have as a team starts at the leadership level. Our company leaders are positive, encouraging, and yet hold our entire team accountable to our core values.

2022 Inc. Magazine's Best Workplaces,  2022 Inc. Magazine's Best Workplaces, based on a calculation of engagement scores and benefits scores for thousands of applicants. Employees at each company completed a 37-item questionnaire. Benefits and perks, including health insurance and 401(k)s, were considered as well. No compensation was provided to obtain inclusion on the list, but there is a licensing fee to utilize the award in marketing materials. This is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

2021 Gazette Best Workplaces, based on survey results with considerations based on a company's leadership, culture, mission and values, benefits, training and social responsibility and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. No compensation was provided to obtain inclusion on the list, but there is a licensing fee to utilize the award in marketing materials. For more information, please click here: 2021 Best Workplaces

No compensation was provided to obtain inclusion on the list, but there is a licensing fee to utilize the logo in marketing materials. 

The Platform & Custodian Coordinator keeps Summit’s operational engine humming. This role is the firm’s go-to for custodial platform support and core technology administration—ensuring systems are running, access is accurate, workflows are documented, and issues get resolved without advisors missing a beat. This is a hands-on execution role with real ownership, not a support ticket queue. The right person takes pride in clean systems, sweats the details, and understands that in a regulated environment, precision matters.

The M&A Integration Specialist owns the end-to-end operational execution of bringing acquired firms into Summit—from the moment a deal closes through final legacy workflow elimination. It is the connective tissue between Summit’s standards and an incoming firm’s reality, ensuring that re-papering, custodial transitions, billing alignment, and advisor onboarding all happen on time and on standard. Summit has integration foundations in place from prior transitions; this role will refine, extend, and standardize that work into a repeatable playbook.

We are looking for experienced financial advisors with an already-established book of business to join our firm in each of our branch office locations. Click below to learn more!