Lead Wealth Advisor - Personal CFO to Clients

Brighton Jones; St. Louis (MO); Remote; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health care benefits

Retirement benefits

Paid time off (PTO)

Flexible working hours

Professional wellbeing stipend

Job summary

A leading financial services firm is seeking a Lead Advisor in St. Louis, MO to serve as a Personal CFO for clients, delivering exceptional wealth management experiences. The ideal candidate will have at least 6 years of experience, a four-year degree, and a CFP® certification, among other qualifications. This full-time role offers competitive compensation ranging from $150,000 to $200,000 annually with a robust benefits package and opportunities for career growth, all within a supportive and inclusive culture.

Qualifications

• Minimum of 6 years in financial and/or estate planning.
• Expertise in investment, insurance, and tax planning.
• Self-starter with strong leadership skills.

Responsibilities

• Acts as a Personal CFO for clients and leads the client relationship.
• Delivers exceptional client experiences and manages wealth plans.
• Represents Brighton Jones at public speaking events.

Skills

Client relationship management

Wealth management planning

Effective communication

Leadership

Organizational skills

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

A leading financial services firm is seeking a Lead Advisor in St. Louis, MO to serve as a Personal CFO for clients, delivering exceptional wealth management experiences. The ideal candidate will have at least 6 years of experience, a four-year degree, and a CFP® certification, among other qualifications. This full-time role offers competitive compensation ranging from $150,000 to $200,000 annually with a robust benefits package and opportunities for career growth, all within a supportive and inclusive culture.