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Associate Retirement Planning Advisor

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: Summit Wealth Strategies
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Summit Wealth Strategies seeks an experienced Associate Financial Advisor to join our retirement planning team. The role focuses on delivering high-quality financial planning and client service rather than prospecting or building a book of business.

You will work with our team to guide clients through retirement strategies, maintain relationships, and coordinate on implementation and reviews. This is an opportunity to grow within a collaborative, advisor-driven firm.

The Associate Retirement Planning Advisor role at Summit Wealth Strategies is now open for applications in Franklin, TN, United States.

Are you ready to take on the Associate Retirement Planning Advisor role at Summit Wealth Strategies?

We would love to welcome a new Associate Retirement Planning Advisor to our organisation in Franklin, TN, United States.

For the Associate Retirement Planning Advisor position at Summit Wealth Strategies, we are reviewing applications now.

Position Requirements
10+ Years work experience
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