Summa Financial Services
About Summa Financial Services
Summa Financial Services is a forward-thinking, tech-first financial services company dedicated to revolutionizing the future of small business. We focus on providing exceptional customer experiences, empowering business owners through education, and safeguarding their accounts and assets. Our mission is to create practical, everyday solutions that genuinely benefit small businesses, helping them navigate the complexities of financial management with ease and confidence.
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Quick Highlights
Mentorship, support, and coaching are available to everyone whenever needed.
We offer a structured career path that you control.
We are committed to a progressive, accessible, equal, transparent, and positive working environment for all.
Why Work With Us
Working at Summa Financial Services means being part of a dynamic and supportive team where curiosity, ownership, and responsibility are highly valued. You'll thrive in an agile environment that emphasizes efficiency and continuous learning. Our culture promotes open communication, personal growth, and a blame-free atmosphere where everyone is encouraged to contribute and improve. With flexible vacation days, progressive maternity/paternity options, and a strong focus on both physical and mental health, Summa ensures that you have the resources and support to excel both professionally and personally.
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