Summit Financial Group, LLC · 17 hours ago
Practice Manager
Spokane, WA
Full-time
Hybrid
Senior Level
7+ years expSummit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success. They are looking for a Practice Manager to partner closely with one of their top advisors, playing a critical role in delivering an exceptional client experience and ensuring high-level operations for both clients and the advisor.
FinanceFinancial ServicesInsuranceRisk ManagementWealth Management
Hiring Manager
Erin Haubner
Responsibilities
Provide comprehensive practice and client support, including calendar management, phone coverage, client meeting and financial plan preparation, processing, and follow-up
Generate applications through DocuSign, maintain accurate client records across our CRM, financial planning software, and other systems, and deliver responsive, high-quality day-to-day client service
Be part of a collaborative Client Services team working toward shared goals and best practices
Qualification
Required
A minimum of 7 years of experience in a financial services support role
Proven ability to lead overall client service and operational functions within an advisor's practice, including workflow management and client interactions
Client-Centric Focus: Committed to delivering exceptional client service by proactively identifying needs and finding effective solutions to enhance the client experience
Strong leadership, strategic thinking, and decision-making skills to guide team performance and practice growth
Exceptional interpersonal, written, and verbal communication skills
Impeccable attention to detail
Excellent time management skills with the ability to prioritize and shift workload to meet deadlines
Ability to maintain a positive team attitude in a fast-paced environment
CRM experience (SmartOffice, Redtail, Salesforce, Junxure, Tamarac, or similar)
Proficiency in Microsoft Office 365
Preferred
Bachelor's degree preferred, or equivalent years of related experience
Benefits
Coverage for (health, dental, vision, Life and Disability) including qualified dependents
Healthcare spending account (HSA) and Dependent Care Flexible Spending Account (DFSA)
401K plan with company match
Robust PTO packages
Paid holidays
Bonus program
Financial‑wellness initiatives and education to support long‑term employee security
Support for licensing, certifications, and continuing education
Access to internal training, coaching, and personal development opportunities
Company
Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nathan Bennett, CFP®, CBEC®, CEPA®, ChFC®
Managing Partner
Recent News
2024-04-26
The Journal Record
2024-04-02
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