Nathan Bennett- Summit Financial Group LLC.

The future of work with the 5 Great Rs

From the Great Resignation to the Great Refusal—here’s what the 5 ‘Great Rs’ mean for the future of work The Great Reset is a convergence of trends some decades in the making that culminate in a changed relationship between individuals and organizations.

Summit is hosting a Virtual Townhall this Thursday, July 21! Join us to hear the latest commentary from a financial industry leader. George Russell, past Summit Symposium speaker and Institutional Portfolio Manager for Franklin Equity Group, will provide valuable insight on the current economic climate. Scan the QR code or visit summitadvisors.com/university/ to learn more and register.

We need another great advisor to add to our Summit team. If you know someone that wants to build a wealth management practice with the resources of a firm to support them, we’d love for you to share this opportunity. We offer a competitive compensation structure, financing to assist in practice transition, and the opportunity to build an equity value in their practice over the long run. Click on the link below to learn more.

We're Hiring - Financial Advisor - Summit Financial Group, LLC Summit Financial Group – a wealth management firm – seeks a talented and motivated individual to join our team as a Financial Advisor.

We are currently seeking a talented individual to join our Advisor Resource Center as a Financial Planner. In this role, you will support our team of 15+ Financial Advisors through the creation of comprehensive financial plans from start to finish. This role is an excellent way to learn how to be a financial advisor and build your technical skills. Several of our advisors have begun their careers in this position.

Interested? Please send your resume to: [email protected].

We’re Hiring – Financial Planner - Summit Financial Group, LLC Summit Financial Group – a wealth management firm in San Ramon, CA – seeks a talented individual to join our team as a Financial Planner.

Do you feel the urge to purge? Our annual paper shredding event is coming Saturday, May 1 from 1-4 PM in the Summit parking lot! Take a load off. Bring your paper to us to shred during this complimentary community service. Summit advisors and staff will be on hand to greet you. Stop by with your stacks, enjoy some conversation and a snack, and leave feeling a little lighter than when you arrived. Please RSVP to [email protected] by April 30th.