Associate Wealth Advisor: Client-Centric Planning

CFP Board of Standards Inc.; Camarillo (CA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Disability & Life Insurance

401(k) with employer match

Vacation

Sick Leave & Holidays

Employee Assistance Program

Job summary

Summit Wealth Management Group in Camarillo, CA is seeking an Associate Advisor to deliver comprehensive financial planning and an exceptional client experience, working closely with Wealth Advisors.

You will support client relationships, financial plan development, meeting preparation, implementation of recommendations, and day‑to‑day service while building your technical expertise and career within a collaborative wealth management firm.

Qualifications

• 3+ years of experience in wealth management, financial planning, or financial services.
• CFP® certification, CPA, CFA, or applicable professional designation/licensing required.
• Bachelor's degree or equivalent professional experience preferred. Strong understanding of financial planning concepts and investment solutions.
• Strong analytical, problem-solving, and organizational skills.
• Exceptional attention to detail and ability to manage multiple priorities while maintaining accuracy.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as a primary point of contact for day-to-day client needs and communications.
• Assist in developing and maintaining comprehensive financial plans for individuals and families.
• Prepare for client meetings by reviewing financial plans and coordinating planning strategies.
• Coordinate with attorneys, CPAs, insurance professionals, and other outside advisors to gather information and facilitate implementation.
• Participate in firm training and professional development to take on increasing responsibilities.

Skills

Client relationship management

Analytical thinking

Communication skills

Education

CFP certification or equivalent

Tools

eMoney

Holistiplan

Orion

Schwab Advisor Center

Job description

Summit Wealth Management Group in Camarillo, CA is seeking an Associate Advisor to deliver comprehensive financial planning and an exceptional client experience, working closely with Wealth Advisors.

You will support client relationships, financial plan development, meeting preparation, implementation of recommendations, and day‑to‑day service while building your technical expertise and career within a collaborative wealth management firm.