Summit Wealth Group
Lead Financial Advisor (Franklin)
Summit Wealth Group, Franklin, Tennessee, United States, 37068
At Summit Wealth Group, we empower clients to live fully personally, professionally, and financially. As a Lead Advisor, youll 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. Youll 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 Youll 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. Youll 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 clients 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 Summits 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) 510+ 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 roles 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 firms 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.
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. Youll 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 Youll 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. Youll 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 clients 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 Summits 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) 510+ 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 roles 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 firms 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.