Associate Retirement Planning Advisor

Summit Wealth Strategies; Franklin (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Summit Wealth Strategies seeks an experienced Associate Financial Advisor to join our retirement planning team. The role focuses on delivering high-quality financial planning and client service rather than prospecting or building a book of business.

You will work with our team to guide clients through retirement strategies, maintain relationships, and coordinate on implementation and reviews. This is an opportunity to grow within a collaborative, advisor-driven firm.

Qualifications

• 3+ years of experience in wealth management or financial planning.
• Life, Health & Disability Insurance License.
• Comfortable leading client meetings and discussing complex financial concepts clearly.
• Interested in developing into a high-level retirement advisor rather than focusing on business development.

Responsibilities

• Lead initial prospect meetings to understand clients' financial situation, retirement goals, income needs, concerns, and priorities.
• Develop comprehensive retirement income strategies with lead advisor.
• Attend strategy and recommendation meetings and guide prospects through the planning process.
• Take ownership of the relationship once a prospect becomes a client and lead onboarding.
• Conduct ongoing client review meetings and serve as primary relationship manager.
• Coordinate with operations on account openings, transfers, paperwork, and client service.

Skills

Wealth management

Financial planning

Investment advisory

Client meetings

Relationship management

Education

CFP certification (or progress toward)

RICP certification (or progress toward)

Tools

Salesforce

MS Excel

Job description

Summit Wealth Strategies seeks an experienced Associate Financial Advisor to join our retirement planning team. The role focuses on delivering high-quality financial planning and client service rather than prospecting or building a book of business.

You will work with our team to guide clients through retirement strategies, maintain relationships, and coordinate on implementation and reviews. This is an opportunity to grow within a collaborative, advisor-driven firm.