Wealth Advisor

CFP Board of Standards Inc.; Camarillo, Northern (CA, KY); 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

Associate Wealth Advisor
Camarillo, CA.

Summit Wealth Management Group is seeking an Associate Advisor to join our team and play an important role in delivering comprehensive financial planning and an exceptional client experience.

The Associate Advisor works closely with one or more Wealth Advisors to serve individuals and families through thoughtful, comprehensive financial planning and investment management. This position will be actively involved in client relationships, financial plan development, meeting preparation, implementation of recommendations, and day-to-day client service.

This is an excellent opportunity for a financial planning professional who wants to deepen their technical expertise, build meaningful client relationships, and grow their career within a collaborative wealth management firm. As the successful candidate develops their knowledge, confidence, and understanding of our clients and business, there will be opportunities to take on increasing levels of responsibility, including greater involvement in complex planning and potentially future leadership of the firm's financial planning function.

What You'll Do

Client Service & Relationship Management

Serve as a primary point of contact for day-to-day client needs and communications.

Respond to client requests promptly, professionally, and thoughtfully while providing a high level of ongoing service.

Build strong, trusted relationships with clients and develop a thorough understanding of their financial goals, priorities, and circumstances.

Participate in client meetings with Wealth Advisors and contribute to discussions and recommendations.

Document meeting notes, manage follow-up items, and ensure recommendations are implemented accurately and on a timely basis.

Proactively identify opportunities to enhance the client experience and strengthen client relationships.

Financial Planning

Assist in developing and maintaining comprehensive financial plans for individuals and families.

Prepare for client meetings by reviewing financial plans, analyzing client information, and coordinating planning strategies with the Wealth Advisor.

Monitor client financial plans and identify planning opportunities related to retirement, tax planning, estate planning, insurance, education funding, cash flow, investments, and other wealth management topics.

Support the development and implementation of financial planning recommendations. Develop increasing technical expertise across all areas of comprehensive financial planning. Coordinate with clients' attorneys, CPAs, insurance professionals, and other outside advisors to gather information and facilitate implementation of recommendations.

Stay current on financial planning strategies, industry developments, regulations, and technology.

Investment & Operations Support

Coordinate with the Client Operations team on account openings, transfers, money movements, account maintenance, and other operational requests.

Accurately and efficiently execute trading requests in accordance with firm policies and procedures.

Collaborate with Investment Management, Operations, Compliance, and other internal teams to ensure a seamless client experience.

Maintain accurate and timely client records and documentation.

Identify opportunities to improve internal processes and increase efficiency.

Professional Development & Growth

Participate in firm training, professional development, and strategic initiatives. Build expertise in the firm's financial planning processes, technology, and service model. Develop the knowledge and skills necessary to take on increasingly complex client and planning responsibilities. Contribute ideas and recommendations for improving financial planning processes and the client experience. Over time, demonstrate the ability to assume greater responsibility within the advisory and financial planning functions.

What You'll Need to Succeed

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.

Ability to build trusted relationships with clients, colleagues, and outside professional partners.

Strong judgment, professionalism, and commitment to fiduciary responsibility.

Ability to work collaboratively in a team-oriented environment.

Demonstrated commitment to providing exceptional, client-focused service.

Additional Skills That Make an Impact

Experience with financial planning and wealth management technology is highly desirable. Familiarity with platforms such as eMoney, Holistiplan, Orion, Schwab Advisor Center,

The ideal Associate Advisor is someone who:

Genuinely enjoys working with clients and helping families achieve their financial goals.

Is curious, intellectually engaged, and committed to continuous learning.

Can understand complex financial concepts and communicate them clearly and effectively.

Takes ownership of responsibilities and follows through on commitments.

Is highly organized, detail-oriented, and dependable.

Demonstrates sound judgment and approaches client situations thoughtfully.

Works well as part of a collaborative team.

Is comfortable asking questions, seeking feedback, and continuously developing their skills.

Has the ambition to grow professionally and take on increasing responsibility over time.

What Summit Wealth Management Group Offers You:

Professional development opportunities, including tuition reimbursement and training programs.

• Comprehensive health, dental, and vision coverage

• Short Term Disability, Long Term Disability, and Basic Life and Accidental Death&Dismemberment insurance

• 401(k) retirement plan with employer matching

• Vacation

• Sick Leave 11 paid Holidays

• Employee Assistance Program

Compensation: $80k - $100k

Compensation will be determined based on experience, qualifications, and overall fit for the position.

Equal Opportunity Employer

Summit Wealth Management Group is an Equal Opportunity Employer and is committed to fostering an inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other characteristic protected by applicable federal, state, or local law.