Remote Lead Advisor – New Market Wealth Planner

Brighton Jones; Charlotte (NC); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with match

Equity ownership opportunities

Generous PTO and volunteer time

Paid parental leave

Job summary

Brighton Jones is expanding its team in Charlotte, NC, seeking driven Lead Advisors to serve clients and manage comprehensive wealth plans. Candidates should possess a CFP® designation and bring over 6 years of experience in financial services and estate planning. This role combines deep client relationships with community outreach to establish Brighton Jones as a trusted financial advisor.

The position offers a competitive salary range of $150K – $350K+ and an extensive benefits package in a flexible work culture.

Qualifications

• 6+ years in financial and/or estate planning related work, preferably in a wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow needs planning.
• Strong organizational and project management skills.

Responsibilities

• Act as a Personal CFO for clients and oversee client relationships.
• Manage and implement wealth management plans.
• Develop relationships within the community to enhance client acquisition.

Skills

Financial Planning

Client Relationship Management

Communication

Leadership

Integrity

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

Brighton Jones is expanding its team in Charlotte, NC, seeking driven Lead Advisors to serve clients and manage comprehensive wealth plans. Candidates should possess a CFP® designation and bring over 6 years of experience in financial services and estate planning. This role combines deep client relationships with community outreach to establish Brighton Jones as a trusted financial advisor.

The position offers a competitive salary range of $150K – $350K+ and an extensive benefits package in a flexible work culture.