Practice Manager

Overview

Summit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success. Our culture is grounded in three core values:
be hungry, care about people, and do it right
. These values guide how we serve clients, support one another, and grow as a firm.

We are looking for a Practice Manager to partner closely with one of our top advisors in Liberty Lake, WA and play a critical role in delivering an exceptional client experience.

This hybrid position is central to the advisor’s practice. As Practice Manager, you’ll take initiative in handling details, anticipating needs, and ensuring high-level operations for both clients and the advisor you assist.

You will provide comprehensive practice and client support, including calendar management, phone coverage, client meeting and financial plan preparation, processing, and follow-up. You’ll generate applications through Docu Sign, maintain accurate client records across our CRM, financial planning software, and other systems, and deliver responsive, high-quality day-to-day client service.

You’ll also be part of a collaborative Client Services team working toward shared goals and best practices. With the support of our Client Services Manager, you’ll receive guidance, coaching, and opportunities to grow—personally and professionally.

The right person for this role is hungry
—self-motivated, proactive, and eager to take ownership and continuously grow and improve. You care deeply about people
, showing up for clients and teammates with empathy, professionalism, and follow-through. You are committed to doing it right
, operating with integrity, attention to detail, and a strong sense of accountability.

You enjoy learning innovative technologies, embrace challenges, and take pride in delivering work that exceeds expectations. If you’re energized by teamwork, driven by purpose, and motivated to make a meaningful impact, you’ll feel right at home at Summit.

• 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
• 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 (Smart Office, Redtail, Salesforce, Junxure, Tamarac, or similar)
• Proficiency in Microsoft Office 365
• Bachelor’s degree preferred, or equivalent years of related experience
• 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
• 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

Summit is committed to creating a diverse and inclusive environment that fosters learning from each other. We celebrate people of diverse backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and are committed to providing a work environment free of harassment and discrimination.

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.