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© All Rights Reserved. ApplyBlast.com
Summit Financial Group
Summit Financial Strategies, Inc. is seeking an intern to assist with client deliverables, portfolio reports, and industry research in a financial planning environment. The role provides exposure to financial advisory processes and industry trends, supporting experienced advisors.
Summit Financial Group (Dallas | Tulsa) is a financial services firm with more than 35 years’ experience delivering integrated, tailored solutions for companies and individuals. Their core services include risk management, employee benefits, insurance, retirement plan design, and wealth management to help protect assets and advance business and life goals. Summit positions itself as a trusted, locally based advisor offering personalized guidance and coordinated resources across the Dallas and Tulsa markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Summit Financial Group.
60% below the average for this role
Fall 2026 Internship
Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals.
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