Summit Wealth Group · 1 month ago
Lead Financial Advisor
Franklin, TN
Full-time
Onsite
Senior Level
$90K/yr - $185K/yr
5+ years expSummit Wealth Group empowers clients to live fully personally, professionally, and financially. As a Lead Financial Advisor, you will guide clients towards clarity and confidence in their financial lives, managing complex planning and investment needs while ensuring an exceptional client experience.
ConsultingFinancial ServicesManagement ConsultingWealth Management
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
Qualification
Required
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
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
Preferred
Experience with UHNW and multi-generational families
Benefits
Medical, dental, and vision coverage
Retirement plan contributions
Paid time away supporting your well-being both at work and in life
Company
Summit Wealth Group
Summit Wealth Group is a wealth management firm that offers consulting services in investing and planning to reach success.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Seamus O’Brien
Head of Advisor Success
Recent News
Morningstar.com
2026-01-07
2025-05-17
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