Senior Wealth Planning Advisor

Brighton Jones; Atlanta (GA); 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 up to 3%

Equity ownership opportunities

New Business Incentive Program

Unlimited Volunteer Time Off

Job summary

Brighton Jones in Atlanta, GA is seeking a Financial Planner to communicate directly with clients, strategize asset allocation, and conduct detailed financial analyses. Applicants should have over 4 years of experience in wealth management and possess a relevant undergraduate degree along with certifications such as CFP® or CPA. The position is full-time and in-office, offering a competitive salary along with comprehensive benefits including medical coverage, 401(k) matching, and paid time off, plus growth opportunities within the company.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Must be a self-starter and manage workload proactively.
• Industry certification such as CFP®, CPA, CFA, or JD is required.

Responsibilities

• Acts as the first point of contact for client communications.
• Reviews client portfolios and provides recommendations.
• Prepares comprehensive client meeting deliverables.

Skills

Organizational skills

Communication skills

Analytical skills

Interpersonal skills

Problem-solving skills

Education

Undergraduate degree

CFP®, CPA, CFA, or JD

Tools

Microsoft Office Suite (Word, Excel)

Job description

Brighton Jones in Atlanta, GA is seeking a Financial Planner to communicate directly with clients, strategize asset allocation, and conduct detailed financial analyses. Applicants should have over 4 years of experience in wealth management and possess a relevant undergraduate degree along with certifications such as CFP® or CPA. The position is full-time and in-office, offering a competitive salary along with comprehensive benefits including medical coverage, 401(k) matching, and paid time off, plus growth opportunities within the company.