Remote Senior Wealth Advisor & Personal CFO

Brighton Jones; Remote; GBP 112,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a Lead Advisor to act as a Personal CFO, delivering exceptional wealth management experiences. This role requires 6+ years in financial or estate planning and the CFP® designation. You will leverage internal resources to meet client objectives and develop strong community relationships. The position offers a competitive salary of $150,000 to $200,000 per year, a robust benefits package, and opportunities for career growth in a flexible, team-oriented environment.

Benefits

Health care benefits

Retirement benefits

Paid time off (PTO)

Parental leave

Qualifications

• 6+ years in financial and/or estate planning related work, preferably at a professional financial services company.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow needs planning analysis.
• Self-starter with ability to function well in a fast-paced environment.

Responsibilities

• Acts as a Personal CFO for existing and new clients delivering exceptional experiences.
• Leverages resources for achieving client objectives in investment, estate, tax, and risk management.
• Develops and expands relationships within the community.

Skills

Integrity

Organizational skills

Leadership

Communication

Presentation skills

Education

Four-year degree

CFP® designation

Job description

A leading financial services firm is seeking a Lead Advisor to act as a Personal CFO, delivering exceptional wealth management experiences. This role requires 6+ years in financial or estate planning and the CFP® designation. You will leverage internal resources to meet client objectives and develop strong community relationships. The position offers a competitive salary of $150,000 to $200,000 per year, a robust benefits package, and opportunities for career growth in a flexible, team-oriented environment.