Advisor - Dallas
Brighton JonesDallas, Texas, United States
Posted April 15, 2025
Full Time
About the Company
Brighton Jones aligns personal values with financial planning to guide clients towards a fulfilling, richer life.
Job Description
Brighton Jones is seeking an Advisor to join their team in Dallas, TX. The Advisor will be responsible for managing client relationships, providing analytical and operational support, and driving client meetings. The role requires 4+ years of experience in financial planning, wealth management, or a related industry, as well as an undergraduate degree and a CFP certification.
Requirements
- 4+ years of experience in financial planning, wealth management, or a related industry
- Undergraduate degree
- CERTIFIED FINANCIAL PLANNERTM (CFP) credential
Benefits
- Competitive compensation
- Excellent benefits
- Path to ownership for every teammate