Wealth Planning Advisor: Build Enduring Client Relationships

Summit Wealth Group; Lakewood, Northern (CO, KY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

ICHRA medical benefit

Dental coverage

Vision coverage

Long-term disability coverage

401(k) with 4% match

Job summary

Summit Wealth Group in Colorado Springs / Lakewood region seeks an advisor to lead client relationships and deliver comprehensive financial planning. You will conduct annual reviews, present recommendations, and guide multi-generational planning within a collaborative, planning-focused firm.

You’ll advance to Lead/Senior Advisor as responsibilities grow, with opportunities for revenue sharing, profit sharing, and PIU grants, plus a strong benefits package including retirement and insurance

Qualifications

• Strong communication and relationship management skills are essential.
• Active FINRA Series 65 license required.
• Insurance licenses or ability to obtain within 90 days.

Responsibilities

• Lead and manage existing client households with annual reviews.
• Deliver financial planning recommendations and multi-generational planning support.
• Develop portfolios, asset allocations, and tax optimization strategies.
• Ensure advisory work complies with FINRA, SEC, and firm standards.
• Mentor team members and contribute to office operations.

Skills

Strong communication

Relationship management

Organizational skills

Education

Bachelor's degree in Finance, Business, Psychology, or related field

Tools

FINRA Series 65 license

Insurance licenses (Life, Health, LTC) or ability to obtain in 90 days

Job description

Summit Wealth Group in Colorado Springs / Lakewood region seeks an advisor to lead client relationships and deliver comprehensive financial planning. You will conduct annual reviews, present recommendations, and guide multi-generational planning within a collaborative, planning-focused firm.

You’ll advance to Lead/Senior Advisor as responsibilities grow, with opportunities for revenue sharing, profit sharing, and PIU grants, plus a strong benefits package including retirement and insurance