Senior Wealth Planner & Client Strategist

Brighton Jones; Morristown (TN); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match

Equity ownership opportunities

Generous employee referral bonus

PTO starting Day 1

Job summary

Brighton Jones in Morristown, Tennessee is seeking a Financial Planner to serve as the primary client contact and prepare comprehensive financial strategies. The ideal candidate will have 4+ years in financial planning or wealth management, possess relevant certificates like CFP®, and demonstrate exceptional communication and organizational skills. This role offers a full-time in-office position with substantial benefits, including 401(k) matching and bonuses, as well as opportunities for professional growth.

Qualifications

• 4+ years of experience in financial planning, wealth management or a related industry preferred.
• Must have a degree and certifications like CFP®, CPA, CFA, or JD.
• Baseline proficiency in Microsoft Office required.

Responsibilities

• Acts as the first point of contact on client communications.
• Prepares comprehensive client meeting deliverables and analyzes data.
• Attends and drives client meetings, owning execution of post-meeting actions.

Skills

Communication skills

Organization

Analytical skills

Interpersonal skills

Problem-solving

Education

Undergraduate degree

Certified Financial Planner™ (CFP®) or equivalent

Tools

Microsoft Office Suite

Job description

Brighton Jones in Morristown, Tennessee is seeking a Financial Planner to serve as the primary client contact and prepare comprehensive financial strategies. The ideal candidate will have 4+ years in financial planning or wealth management, possess relevant certificates like CFP®, and demonstrate exceptional communication and organizational skills. This role offers a full-time in-office position with substantial benefits, including 401(k) matching and bonuses, as well as opportunities for professional growth.