Lead Wealth Advisor & Personal CFO for Clients

Brighton Jones; Philadelphia (Philadelphia County); Remote; USD 150,000 - 200,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Equity ownership opportunities

Generous paid time off

Reimbursement for training and certifications

Job summary

A national wealth management firm is seeking passionate Lead Advisors to expand into new markets. Candidates must have a CFP® designation and a strong background in financial planning. The role emphasizes exceptional client relationships, and candidates should be self-starters with excellent communication skills. Compensation ranges from $150,000 to $200,000 annually, along with a robust benefits package and opportunities for professional growth. This position allows for flexibility as it is currently remote.

Qualifications

• 6+ years in financial and/or estate planning related work.
• Ability to function well in a fast-paced environment.
• Excellent organizational and presentation skills.

Responsibilities

• Acts as a Personal CFO for clients and manages their wealth plans.
• Develops and expands community relationships.
• Leads a local service team with a focus on client satisfaction.

Skills

Client relationship management

Financial and estate planning

Communication skills

Organizational skills

Leadership

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

A national wealth management firm is seeking passionate Lead Advisors to expand into new markets. Candidates must have a CFP® designation and a strong background in financial planning. The role emphasizes exceptional client relationships, and candidates should be self-starters with excellent communication skills. Compensation ranges from $150,000 to $200,000 annually, along with a robust benefits package and opportunities for professional growth. This position allows for flexibility as it is currently remote.