Wealth Planning Advisor: Client Relationships Lead

Summit Wealth Group; Lakewood (CO); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Revenue sharing

Profit sharing

PIU grants

Medical, dental, vision

401(k) match

PTO & VTO

CE support CFP

Licensing reimbursement

Job summary

Summit Wealth Group in Colorado Springs and Lakewood area seeks a relationship-focused financial advisor to deepen client engagements and lead planning conversations. You’ll work with an established client group, run review meetings, deliver tailored financial planning recommendations, and guide clients through major financial decisions.

You’ll grow with a collaborative, planning-centered firm, advancing toward Lead Advisor and Senior Advisor roles, with opportunities for revenue sharing,

Qualifications

• 3+ years of experience in wealth management, financial planning, investment operations, or a related field.
• Active FINRA Series 65 license.
• Life, Health, and Long-Term Care insurance licenses, or the ability to obtain them within 90 days.
• Bachelor's degree in Finance, Business, Psychology, or a related field preferred.
• Strong communication, organization, and relationship management skills.
• A self-directed professional who enjoys building long-term client relationships and delivering thoughtful financial guidance.

Responsibilities

• Lead and serve existing client households.
• Conduct annual review meetings and present financial planning recommendations.
• Identify planning opportunities related to retirement income, estate planning, cash flow management, asset consolidation, and multi-generational wealth planning.
• Build relationships with clients, family members, and heirs to support long-term wealth transitions.
• Serve as a trusted resource as clients navigate major financial and life decisions.
• Analyze cash flow, tax situations, annuities, employer-sponsored retirement plans, and retirement income strategies.
• Develop and implement personalized financial planning recommendations.
• Construct portfolios, make asset allocation recommendations, oversee rebalancing strategies, and manage tax-loss harvesting opportunities.
• Ensure all advisory work and documentation remain compliant with FINRA, SEC, and firm standards.
• Maintain accurate client records and planning recommendations.
• Work closely with advisors, compliance, and operations teams to deliver high-quality client experience.
• Delegate and oversee administrative workflows as experience and tenure grow.
• Provide guidance and mentorship to support team members.
• Take on increasing responsibility for client relationships, team development, and office operations as part of your career progression.
• Identify opportunities to improve processes and enhance client service.

Skills

Relationship management

Communication

Organization

Financial planning knowledge

Education

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

Job description

Summit Wealth Group in Colorado Springs and Lakewood area seeks a relationship-focused financial advisor to deepen client engagements and lead planning conversations. You’ll work with an established client group, run review meetings, deliver tailored financial planning recommendations, and guide clients through major financial decisions.

You’ll grow with a collaborative, planning-centered firm, advancing toward Lead Advisor and Senior Advisor roles, with opportunities for revenue sharing,