About Us :
Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience.
We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices.
Our mission is to champion advisors by providing the resources and support needed to cultivate client relationships and grow their businesses.
Why Join Us?
- Experience and Expertise : With more than two decades of steadfast partnership, we support advisors in becoming independent business owners.
- Collaborative Community : Engage with a community that values collaboration and mutual growth.
- Unmatched Resources : Our exceptional Investment, Financial Planning, Trading, Marketing, and Client Services teams are dedicated to supporting your practice's growth.
- Client-Centric Approach : Focus on what matters most your clients. We provide the tools to connect with clients, deepen relationships, and deliver sophisticated products and strategies from day one.
- Unlimited Growth Potential : No limits to your growth potential. Serve your clients as you see fit with our robust support every step of the way.
Qualifications and Preferred Skills
- An existing client book of business that you actively advise today
- Bachelor’s degree in finance, business, or related field
- Minimum of 3+ years of experience as a Financial Advisor
- Securities licensed under current requirements : SIE, Series 7, 63 and 65 (or 66 in lieu of 63 and 65 registrations), Life, Health and Long-Term Care Insurance (or ability to obtain within 3-6 months of hire)
- CFP designation or desire to pursue
- Proficient in Microsoft Outlook and Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
- Financial planning software experience (eMoney, MoneyGuide Pro, or similar software preferred)
- You thrive in a fast paced, challenging, and exciting work environment
Why Summit Financial Group, LLC?
We believe our purpose is to enrich the lives of our clients, our team, and our community. At our core we are team players who strive for growth, care about people, and always strive to do the right thing.
Summit is dedicated to adding only advisors when we can support their growth. The success of Summit Advisors is a testament to Summit’s dedication to the advisor's craft and commitment to investing in their success.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Summit Financial Group, LLC is not a registered broker / dealer and is independent of Raymond James Financial Services. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583.
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