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Wealth Planning Advisor: Build Enduring Client Relationships
Job in
Lakewood, Jefferson County, Colorado, USA
Listed on 2026-08-30
Listing for:
Summit Wealth Group
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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
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