Remote Lead 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%

Unlimited Volunteer Time Off

Paid parental leave

Generous employee referral bonus

Job summary

A wealth management firm is seeking a Lead Advisor to enhance client relationships and manage wealth management plans. Ideal candidates will have a strong commitment to integrity, 6+ years of relevant experience, and a CFP® certification. This role is essential in delivering exceptional client service and requires excellent communication and organizational skills. The position is remote initially, providing flexibility and competitive compensation of $150,000 - $200,000 annually, along with comprehensive benefits.

Qualifications

• 6+ years in financial and/or estate planning-related work.
• Expertise in estate, tax, retirement, and investment planning.
• Excellent organizational and presentation skills.

Responsibilities

• Act as a Personal CFO for clients, managing their wealth management plans.
• Communicate value proposition to prospective clients.
• Lead a local service team ensuring high client satisfaction.

Skills

Curiosity

Team collaboration

Client relationship management

Leadership

Communication

Education

Four-year degree

CFP® certification

Job description

A wealth management firm is seeking a Lead Advisor to enhance client relationships and manage wealth management plans. Ideal candidates will have a strong commitment to integrity, 6+ years of relevant experience, and a CFP® certification. This role is essential in delivering exceptional client service and requires excellent communication and organizational skills. The position is remote initially, providing flexibility and competitive compensation of $150,000 - $200,000 annually, along with comprehensive benefits.