Senior Wealth Advisor & Personal CFO

Brighton Jones; North Carolina; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Robust benefits package

Award-winning culture

Job summary

A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have a four-year degree, CFP designation, and 6+ years in financial planning. This position embraces a work-from-office culture with flexibility.

Qualifications

• Minimum of 6+ years in financial and/or estate planning-related work.
• Expertise in investment and cash flow planning analysis.
• Excellent organizational and presentation skills.

Responsibilities

• Act as a Personal CFO for clients and manage wealth management plans.
• Leverage resources to achieve client objectives.
• Develop and expand community relationships.

Skills

Client relationship management

Investment Management

Estate Planning

Communication skills

Leadership

Education

Four-year degree

CERTIFIED FINANCIAL PLANNER (CFP)

Job description

A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have a four-year degree, CFP designation, and 6+ years in financial planning. This position embraces a work-from-office culture with flexibility.