Lead Financial Advisor

At Summit Wealth Group, we empower clients to live fully personally, professionally, and financially. As a Lead Advisor, you’ll play a central role in guiding clients toward clarity and confidence in their financial lives.

About the Role

You will lead client relationships and play a key role in driving new business development as you help shape the next phase of growth within a well-established, 70 person RIA. This is a role for an experienced, relationship-driven professional who values thoughtful planning, fiduciary guidance, and a culture grounded in integrity and care.

This position is ideal for an experienced, relationship-driven professional who values thoughtful planning, fiduciary guidance, and a culture grounded in integrity and care.

You’ll serve as the lead advisor for client relationships, including ultra-high-net-worth and multi-generational families, managing complex planning, investment, and wealth transfer needs while ensuring an exceptional client experience.

Why You’ll Love Working Here

Summit Wealth Group combines the integrity of a boutique advisory firm with the resources of a growing enterprise.

Advisors at Summit have the opportunity to shape their practices while working within a culture that values purpose, teamwork, and the pursuit of meaningful work helping clients live fully and confidently through every financial decision.

You’ll join a team that encourages initiative, celebrates success, and supports growth both professionally and personally.

Key Responsibilities

• Lead and manage relationships with successful professionals, entrepreneurs, executives, and families through proactive communication, thoughtful planning, and investment guidance.
• Drive new business development by identifying and cultivating new opportunities through referrals, networking, and meaningful community engagement.
• Deliver tailored financial strategies that help clients define, pursue, and protect their goals.
• Build and execute an annual business and marketing plan aligned with firm growth and personal development objectives.
• Collaborate with CPAs, attorneys, and insurance professionals to coordinate advanced planning strategies.
• Conduct in-depth financial and portfolio reviews to ensure recommendations remain aligned with each client’s evolving life and financial picture.
• Model the professionalism and care expected of a leader, contributing to accountability and consistency across the client experience.
• Stay current on regulations, solutions, and planning strategies to provide forward-looking insights to clients and the firm.
• Participate in committees and strategic initiatives that advance Summit’s client experience, planning strategy, and investment approach.

Qualifications

• CFP® certification required or to be obtained within two years of start date
• Series 65 (or equivalent) required
• Life & Health license required (or ability to obtain within 90 days)
• 5–10 years of client-facing experience with demonstrated success in managing and growing relationships, ideally within an RIA
• Demonstrated leadership and mentorship experience with the ability to inspire and develop others
• Entrepreneurial mindset with a proactive, self-driven approach to business growth and client engagement
• Advanced knowledge of financial planning, investment management, and wealth transfer strategies; experience with UHNW and multi-generational families preferred
• Excellent communication, leadership, and relationship-building skills
• Technical proficiency with custodians such as SEI and Fidelity, CRM systems like Redtail, and portfolio and planning software including Orion, Right Capital, MoneyGuidePro, Wealthscape℠, and Microsoft Office.

This is a full-time employee role with a competitive base salary range of $90K – $185K, determined by experience, professional expertise, and alignment with the role’s responsibilities. The compensation package also includes performance-based bonus opportunities tied to meaningful client impact and business growth.

Summit Wealth Group is intentional about investing in our advisors’ long-term success. For the right individual, this position includes a future opportunity to participate in equity, reflecting meaningful contribution to the firm’s continued expansion.

We offer a comprehensive benefits package, including medical, dental, and vision coverage; retirement plan contributions; and paid time away supporting your well-being both at work and in life.