Lead Advisor: Personal CFO for Wealth & Life Planning

Brighton Jones; United States; Remote; USD 150,000 - 220,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match

Equity ownership opportunities

Generous PTO and volunteer time off

Year-end profit sharing

Employee referral bonuses

Job summary

A reputable financial advisory firm in the United States is looking for experienced Lead Advisors to manage client relationships and implement wealth management strategies. Candidates must possess a four-year degree and a CFP® designation, along with over 6 years of relevant experience. This role is remote until a new office is secured and offers a competitive salary with a comprehensive benefits package. The position emphasizes collaboration, community engagement, and personal growth with a firm dedicated to its clients' success.

Qualifications

• 6+ years in financial or estate planning.
• Required CFP®, CPA, CFA, or JD designation.
• Proficient in estate, tax, retirement, and investment planning.

Responsibilities

• Act as a Personal CFO for clients and leads client relations.
• Manage and implement wealth management plans.
• Communicate the value proposition to clients and expand community relationships.

Skills

Relationship Management

Client Advisory

Financial Planning

Investment Management

Communication

Organizational Skills

Education

Four-year degree

CFP® designation or equivalent

Job description

A reputable financial advisory firm in the United States is looking for experienced Lead Advisors to manage client relationships and implement wealth management strategies. Candidates must possess a four-year degree and a CFP® designation, along with over 6 years of relevant experience. This role is remote until a new office is secured and offers a competitive salary with a comprehensive benefits package. The position emphasizes collaboration, community engagement, and personal growth with a firm dedicated to its clients' success.