Careers

Grow Your Career at Summit View Wealth Management

Two women seated at a table in an office, one with dark hair and glasses, the other with long hair, engaged in conversation.

A Culture That Feels Like Family

At Summit View, we’re more than a financial planning firm—we’re a close-knit team that shows up for each other and the clients we serve. Whether it’s a planning meeting, a backyard BBQ, or a women’s wine night, we bring heart to everything we do. If you care about building real relationships and doing purposeful work, this might be the place for you.

The Qualities We Value.

We’re intentional about who joins our team. It’s not just about credentials—it’s about character. We look for people who are:

  • Client-first in everything they do
  • Educators at heart (not salespeople)
  • Enthusiastic influencers with excellent communication skills
  • Team players who are excited about collaborating and pitching in
  • Passionate about financial clarity & empowerment
  • Motivated to learn and grow
What We Look For

We’re always interested in meeting good people. If Summit View sounds like the kind of place you’d thrive, reach out and say hello.