Careers
Build WIth Purpose
Join a team that measures success by the lives our clients get to live.
View Open Positions
Careers
Join a team that measures success by the lives our clients get to live.
View Open PositionsMost advisory firms manage investments. Summit’s team strives for something bigger: helping clients find confidence in their financial decisions, identifying what matters most to them, and using that clarity to create change in their own lives and communities. Our shared mission shapes how we hire, how we lead, and how we treat each other every day.
1/2
Nearly half of Summit’s employees are also shareholders. When you join Summit, you’re joining a team that’s literally invested in each other's success.
2:1
It is common in our industry for firms to employ one support staff member for every two advisors. At Summit, we flip that. We believe that having two support staff per advisor enables us to reach a new level of client service unmatched in our industry.
Collaboration runs through everything we do. Advisors and staff connect through monthly Best Practice calls, share knowledge across offices, and gather each year for the Summer Summit conference in Colorado.
Summit Wealth Group was named to Inc. Magazine’s Best Workplaces in America for 2022 and recognized by The Denver Post as one of its Top Workplaces 2025.
2022
Best Workplaces in America
The 2022 rating was awarded to Summit Wealth Group, published 05/2022, data collected the previous year. Rankings were developed by Inc. Media. Full methodology here. Compensation was paid to be considered for the ranking and for use of the Inc. logo in marketing materials.
2025
Top Workplaces in Colorado
Summit Wealth Group was named a 2025 Top Workplace in Colorado by The Denver Post, published 05/2025. The rankings were developed by Energage, LLC and are based solely on feedback from an anonymous employee survey. Full methodology here. No compensation was paid to be considered for the rating.
Explore open roles, or reach out to our team for more information.
