Wealth Advisor

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.

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.

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.

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.

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.

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…