Senior Wealth Advisor — New Market Growth

Brightonjones; Charlotte (NC); Remote; USD 150,000 - 350,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match

Paid parental leave

Unlimited Volunteer Time Off

Job summary

Brighton Jones in Charlotte, NC is seeking a Personal CFO to manage client wealth management plans and deliver exceptional client experiences. Candidates should have at least six years of relevant experience and a four-year degree, along with essential financial planning designations like CFP® or CPA.

The position offers remote flexibility and a comprehensive compensation package, including base salary, profit sharing, and additional equity opportunities. Applicants must demonstrate integrity and skills in a fast-paced environment.

Qualifications

• 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Highly motivated with ability to function well in a fast-paced environment.

Responsibilities

• Acts as a Personal CFO for existing and new clients, managing their wealth management plans.
• Leverages internal and external resources to achieve client objectives.
• Communicates Brighton Jones' value proposition to prospective clients.

Skills

Financial planning

Estate planning

Excellent communication

Leadership skills

Organizational skills

Education

Four-year degree

CFP®, CPA, CFA, or JD

Job description

Brighton Jones in Charlotte, NC is seeking a Personal CFO to manage client wealth management plans and deliver exceptional client experiences. Candidates should have at least six years of relevant experience and a four-year degree, along with essential financial planning designations like CFP® or CPA.

The position offers remote flexibility and a comprehensive compensation package, including base salary, profit sharing, and additional equity opportunities. Applicants must demonstrate integrity and skills in a fast-paced environment.